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 | $10,962 | $209,411-94.8% | $178,490-93.9% | $158,922-93.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 16.65% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,037 | $5,706-64.3% | $5,011-59.3% | $4,761-57.2% |
| Participant deferral / active EE | $2,000 | $5,954-66.4% | $5,202-61.6% | $5,982-66.6% |
| Admin fee / account holder | $101 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |