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 7-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 | $22,335 | $201,272-88.9% | $184,203-87.9% | $145,922-84.7% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 11.87% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,825 | $7,022-59.8% | $6,427-56.1% | $4,660-39.4% |
| Participant deferral / active EE | $1,253 | $9,806-87.2% | $9,131-86.3% | $6,688-81.3% |
| Admin fee / account holder | $289 | $16,364-98.2% | $13,901-97.9% | $13,397-97.8% |