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 | $25,607 | $183,963-86.1% | $162,163-84.2% | $152,861-83.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.27% | 150.76%-129.5pp | 115.59%-94.3pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,563 | $6,371-75.5% | $5,614-72.2% | $4,762-67.2% |
| Participant deferral / active EE | $2,226 | $8,034-72.3% | $7,298-69.5% | $5,850-61.9% |
| Admin fee / account holder | $169 | $13,121-98.7% | $10,843-98.4% | $11,596-98.5% |