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 | $17,049 | $165,335-89.7% | $149,696-88.6% | $158,922-89.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.85% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,078 | $5,103-78.9% | $4,644-76.8% | $4,761-77.4% |
| Participant deferral / active EE | $2,321 | $7,181-67.7% | $6,842-66.1% | $5,982-61.2% |
| Admin fee / account holder | $92 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |