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 | $22,735 | $183,963-87.6% | $162,163-86.0% | $152,861-85.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 25.68% | 150.76%-125.1pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,472 | $6,371-76.9% | $5,614-73.8% | $4,762-69.1% |
| Participant deferral / active EE | $2,641 | $8,034-67.1% | $7,298-63.8% | $5,850-54.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |