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 | $20,516 | $138,065-85.1% | $123,544-83.4% | $135,375-84.8% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 5.50% | 153.68%-148.2pp | 119.20%-113.7pp | 519.73%-514.2pp |
| Employer contribution / active EE | $1,216 | $5,151-76.4% | $4,628-73.7% | $4,779-74.5% |
| Participant deferral / active EE | $1,997 | $6,799-70.6% | $6,426-68.9% | $5,609-64.4% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |