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 | $25,862 | $183,963-85.9% | $162,163-84.1% | $152,861-83.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.04% | 150.76%-135.7pp | 115.59%-100.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $3,090 | $6,371-51.5% | $5,614-45.0% | $4,762-35.1% |
| Participant deferral / active EE | $1,442 | $8,034-82.1% | $7,298-80.2% | $5,850-75.4% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |