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 7-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 | $10,889 | $165,335-93.4% | $149,696-92.7% | $158,922-93.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 115.08% | 348.15%-233.1pp | 276.60%-161.5pp | 302.83%-187.7pp |
| Employer contribution / active EE | $2,049 | $5,103-59.8% | $4,644-55.9% | $4,761-57.0% |
| Participant deferral / active EE | $1,129 | $7,181-84.3% | $6,842-83.5% | $5,982-81.1% |
| Admin fee / account holder | $184 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |