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 | $18,378 | $183,963-90.0% | $162,163-88.7% | $152,861-88.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.03% | 150.76%-130.7pp | 115.59%-95.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,956 | $6,371-69.3% | $5,614-65.2% | $4,762-58.9% |
| Participant deferral / active EE | $867 | $8,034-89.2% | $7,298-88.1% | $5,850-85.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |