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 | $13,847 | $198,466-93.0% | $170,442-91.9% | $147,584-90.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.12% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,618 | $6,184-73.8% | $5,433-70.2% | $4,876-66.8% |
| Participant deferral / active EE | $1,685 | $5,629-70.1% | $4,939-65.9% | $5,439-69.0% |
| Admin fee / account holder | $115 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |