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 | $19,969 | $214,378-90.7% | $200,582-90.0% | $142,382-86.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.86% | 46.41%-22.5pp | 42.33%-18.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,454 | $6,841-64.1% | $6,419-61.8% | $4,299-42.9% |
| Participant deferral / active EE | $1,370 | $9,865-86.1% | $9,331-85.3% | $6,507-78.9% |
| Admin fee / account holder | $188 | $17,692-98.9% | $16,305-98.9% | $12,624-98.5% |