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 | $20,094 | $116,175-82.7% | $93,606-78.5% | $152,861-86.9% |
| Participation rate | 93.3% | 78.0%+15.3pp | 75.8%+17.5pp | 82.4%+10.9pp |
| Annual return | 23.33% | 35.96%-12.6pp | 32.76%-9.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $6,012 | $3,218+86.8% | $2,718+121.2% | $4,762+26.2% |
| Participant deferral / active EE | $1,069 | $4,603-76.8% | $4,069-73.7% | $5,850-81.7% |
| Admin fee / account holder | $289 | $10,748-97.3% | $7,888-96.3% | $11,596-97.5% |