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 | $17,887 | $171,865-89.6% | $149,718-88.1% | $147,584-87.9% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 11.37% | 2113.22%-2101.8pp | 1501.63%-1490.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,769 | $6,275-71.8% | $5,445-67.5% | $4,876-63.7% |
| Participant deferral / active EE | $817 | $7,271-88.8% | $6,569-87.6% | $5,439-85.0% |
| Admin fee / account holder | $148 | $13,799-98.9% | $11,283-98.7% | $10,885-98.6% |