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 | $23,257 | $209,832-88.9% | $189,513-87.7% | $167,490-86.1% |
| Participation rate | 91.3% | 88.7%+2.6pp | 87.8%+3.5pp | 82.1%+9.2pp |
| Annual return | 17.62% | 748.27%-730.7pp | 555.15%-537.5pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,112 | $6,914-69.5% | $6,162-65.7% | $4,837-56.3% |
| Participant deferral / active EE | $2,315 | $8,935-74.1% | $8,221-71.8% | $6,341-63.5% |
| Admin fee / account holder | $26 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |