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 | $17,527 | $217,402-91.9% | $185,823-90.6% | $167,490-89.5% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 17.37% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,642 | $5,873-72.0% | $5,167-68.2% | $4,837-66.0% |
| Participant deferral / active EE | $577 | $6,356-90.9% | $5,568-89.6% | $6,341-90.9% |
| Admin fee / account holder | $3 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |