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 | $24,264 | $183,963-86.8% | $162,163-85.0% | $152,861-84.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 25.63% | 150.76%-125.1pp | 115.59%-90.0pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,344 | $6,371-63.2% | $5,614-58.2% | $4,762-50.8% |
| Participant deferral / active EE | $2,344 | $8,034-70.8% | $7,298-67.9% | $5,850-59.9% |
| Admin fee / account holder | $240 | $13,121-98.2% | $10,843-97.8% | $11,596-97.9% |