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 | $21,480 | $197,591-89.1% | $177,821-87.9% | $158,922-86.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.18% | 58.76%-48.6pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,776 | $6,697-58.5% | $5,918-53.1% | $4,761-41.7% |
| Participant deferral / active EE | $1,863 | $8,405-77.8% | $7,714-75.9% | $5,982-68.9% |
| Admin fee / account holder | $221 | $15,399-98.6% | $12,427-98.2% | $11,246-98.0% |