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 | $23,835 | $171,865-86.1% | $149,718-84.1% | $147,584-83.8% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 11.34% | 2113.22%-2101.9pp | 1501.63%-1490.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,592 | $6,275-74.6% | $5,445-70.8% | $4,876-67.3% |
| Participant deferral / active EE | $921 | $7,271-87.3% | $6,569-86.0% | $5,439-83.1% |
| Admin fee / account holder | $165 | $13,799-98.8% | $11,283-98.5% | $10,885-98.5% |