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 | $27,906 | $202,318-86.2% | $172,739-83.8% | $152,861-81.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.59% | 1029.65%-1008.1pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,082 | $5,856-64.5% | $5,143-59.5% | $4,762-56.3% |
| Participant deferral / active EE | $1,900 | $5,948-68.1% | $5,198-63.4% | $5,850-67.5% |
| Admin fee / account holder | $141 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |