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 | $15,015 | $87,733-82.9% | $106,548-85.9% | $85,850-82.5% |
| Participation rate | 95.0% | 71.9%+23.1pp | 76.1%+18.9pp | 69.3%+25.7pp |
| Annual return | 16.39% | 21.86%-5.5pp | 26.80%-10.4pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,889 | $2,073-8.9% | $2,819-33.0% | $2,565-26.4% |
| Participant deferral / active EE | $1,370 | $3,469-60.5% | $4,398-68.8% | $3,952-65.3% |
| Admin fee / account holder | $210 | $6,767-96.9% | $7,407-97.2% | $6,260-96.7% |