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 | $13,177 | $198,466-93.4% | $170,442-92.3% | $147,584-91.1% |
| Participation rate | 87.0% | 88.0%-1.0pp | 83.6%+3.4pp | 82.8%+4.1pp |
| Annual return | 12.42% | 257.29%-244.9pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,845 | $6,184-70.2% | $5,433-66.0% | $4,876-62.2% |
| Participant deferral / active EE | $800 | $5,629-85.8% | $4,939-83.8% | $5,439-85.3% |
| Admin fee / account holder | $272 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |