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 | $24,123 | $183,963-86.9% | $162,163-85.1% | $152,861-84.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 19.39% | 150.76%-131.4pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,926 | $6,371-69.8% | $5,614-65.7% | $4,762-59.6% |
| Participant deferral / active EE | $1,727 | $8,034-78.5% | $7,298-76.3% | $5,850-70.5% |
| Admin fee / account holder | $91 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |