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 | $25,952 | $183,963-85.9% | $162,163-84.0% | $152,861-83.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.05% | 150.76%-132.7pp | 115.59%-97.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $7,607 | $6,371+19.4% | $5,614+35.5% | $4,762+59.7% |
| Participant deferral / active EE | $2,750 | $8,034-65.8% | $7,298-62.3% | $5,850-53.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |