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 | $11,774 | $198,466-94.1% | $170,442-93.1% | $147,584-92.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 18.70% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,326 | $6,184-78.6% | $5,433-75.6% | $4,876-72.8% |
| Participant deferral / active EE | $1,420 | $5,629-74.8% | $4,939-71.3% | $5,439-73.9% |
| Admin fee / account holder | $59 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |