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 | $11,802 | $209,411-94.4% | $178,490-93.4% | $158,922-92.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.97% | 188.75%-165.8pp | 151.07%-128.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,403 | $5,706-75.4% | $5,011-72.0% | $4,761-70.5% |
| Participant deferral / active EE | $867 | $5,954-85.4% | $5,202-83.3% | $5,982-85.5% |
| Admin fee / account holder | $84 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |