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 | $10,971 | $165,335-93.4% | $149,696-92.7% | $158,922-93.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.63% | 348.15%-335.5pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,186 | $5,103-76.8% | $4,644-74.5% | $4,761-75.1% |
| Participant deferral / active EE | $1,294 | $7,181-82.0% | $6,842-81.1% | $5,982-78.4% |
| Admin fee / account holder | $37 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |