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 | $25,111 | $209,411-88.0% | $178,490-85.9% | $158,922-84.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.81% | 188.75%-177.9pp | 151.07%-140.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,393 | $5,706-58.1% | $5,011-52.2% | $4,761-49.7% |
| Participant deferral / active EE | $1,670 | $5,954-72.0% | $5,202-67.9% | $5,982-72.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |