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 | $11,105 | $105,126-89.4% | $94,646-88.3% | $139,434-92.0% |
| Participation rate | 95.2% | 82.4%+12.9pp | 80.8%+14.4pp | 80.3%+14.9pp |
| Annual return | 15.91% | 38.03%-22.1pp | 156.71%-140.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,616 | $4,106+12.4% | $3,672+25.7% | $4,751-2.8% |
| Participant deferral / active EE | $2,181 | $7,599-71.3% | $7,418-70.6% | $6,710-67.5% |
| Admin fee / account holder | $48 | $8,984-99.5% | $7,231-99.3% | $11,403-99.6% |