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 | $31,473 | $171,865-81.7% | $149,718-79.0% | $147,584-78.7% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 14.09% | 2113.22%-2099.1pp | 1501.63%-1487.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,278 | $6,275-63.7% | $5,445-58.2% | $4,876-53.3% |
| Participant deferral / active EE | $2,278 | $7,271-68.7% | $6,569-65.3% | $5,439-58.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |