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 | $9,028 | $138,065-93.5% | $123,544-92.7% | $135,375-93.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 22.31% | 153.68%-131.4pp | 119.20%-96.9pp | 519.73%-497.4pp |
| Employer contribution / active EE | $1,220 | $5,151-76.3% | $4,628-73.6% | $4,779-74.5% |
| Participant deferral / active EE | $2,022 | $6,799-70.3% | $6,426-68.5% | $5,609-64.0% |
| Admin fee / account holder | $40 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |