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 | $10,602 | $85,006-87.5% | $76,190-86.1% | $145,922-92.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 18.64% | 13.11%+5.5pp | 13.78%+4.9pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,787 | $5,265-47.1% | $4,578-39.1% | $4,660-40.2% |
| Participant deferral / active EE | $841 | $6,392-86.8% | $5,474-84.6% | $6,688-87.4% |
| Admin fee / account holder | $6 | $5,760-99.9% | $5,123-99.9% | $13,397-100.0% |