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 | $8,095 | $198,466-95.9% | $170,442-95.3% | $147,584-94.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 10.08% | 257.29%-247.2pp | 205.93%-195.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $3,665 | $6,184-40.7% | $5,433-32.5% | $4,876-24.8% |
| Participant deferral / active EE | $1,079 | $5,629-80.8% | $4,939-78.2% | $5,439-80.2% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |