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 | $7,371 | $181,894-95.9% | $156,549-95.3% | $273,961-97.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 76.75% | 30.74%+46.0pp | 32.23%+44.5pp | 41.45%+35.3pp |
| Employer contribution / active EE | $2,624 | $6,248-58.0% | $5,501-52.3% | $4,869-46.1% |
| Participant deferral / active EE | $867 | $5,550-84.4% | $4,871-82.2% | $5,287-83.6% |
| Admin fee / account holder | $96 | $15,559-99.4% | $13,027-99.3% | $10,132-99.0% |