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 | $22,796 | $160,055-85.8% | $140,016-83.7% | $135,375-83.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 7.16% | 911.38%-904.2pp | 651.12%-644.0pp | 519.73%-512.6pp |
| Employer contribution / active EE | $1,629 | $6,420-74.6% | $5,606-70.9% | $4,779-65.9% |
| Participant deferral / active EE | $1,027 | $7,642-86.6% | $6,927-85.2% | $5,609-81.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |