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 | $20,425 | $185,822-89.0% | $169,993-88.0% | $139,434-85.4% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 14.37% | 60.50%-46.1pp | 53.37%-39.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,660 | $7,590-78.1% | $6,785-75.5% | $4,751-65.1% |
| Participant deferral / active EE | $1,886 | $11,622-83.8% | $10,408-81.9% | $6,710-71.9% |
| Admin fee / account holder | $36 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |