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 | $11,576 | $175,202-93.4% | $149,673-92.3% | $139,434-91.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.88% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,084 | $5,474-80.2% | $4,818-77.5% | $4,751-77.2% |
| Participant deferral / active EE | $1,352 | $6,519-79.3% | $5,680-76.2% | $6,710-79.9% |
| Admin fee / account holder | $28 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |