See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,047 | $105,181-79.0% | $159,436-86.2% | $85,850-74.3% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.8%-6.7pp | 69.3%+6.8pp |
| Annual return | 13.55% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,248 | $3,318-62.4% | $4,829-74.2% | $2,565-51.3% |
| Participant deferral / active EE | $2,182 | $5,945-63.3% | $7,352-70.3% | $3,952-44.8% |
| Admin fee / account holder | $24 | $6,933-99.7% | $10,799-99.8% | $6,260-99.6% |