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 | $16,493 | $202,318-91.8% | $172,739-90.5% | $152,861-89.2% |
| Participation rate | 76.2% | 87.1%-10.9pp | 82.6%-6.5pp | 82.4%-6.3pp |
| Annual return | 27.41% | 1029.65%-1002.2pp | 802.84%-775.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,248 | $5,856-78.7% | $5,143-75.7% | $4,762-73.8% |
| Participant deferral / active EE | $1,717 | $5,948-71.1% | $5,198-67.0% | $5,850-70.7% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |