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 | $18,216 | $165,335-89.0% | $149,696-87.8% | $158,922-88.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 11.56% | 348.15%-336.6pp | 276.60%-265.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,345 | $5,103-73.6% | $4,644-71.0% | $4,761-71.8% |
| Participant deferral / active EE | $1,745 | $7,181-75.7% | $6,842-74.5% | $5,982-70.8% |
| Admin fee / account holder | $92 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |