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 | $8,218 | $135,952-94.0% | $123,892-93.4% | $273,961-97.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.64% | 56.63%-41.0pp | 47.52%-31.9pp | 41.45%-25.8pp |
| Employer contribution / active EE | $5,500 | $5,170+6.4% | $4,617+19.1% | $4,869+13.0% |
| Participant deferral / active EE | $1,045 | $6,343-83.5% | $5,984-82.5% | $5,287-80.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |