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 | $15,410 | $202,318-92.4% | $172,739-91.1% | $152,861-89.9% |
| Participation rate | 78.9% | 87.1%-8.1pp | 82.6%-3.7pp | 82.4%-3.5pp |
| Annual return | 19.60% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,619 | $5,856-72.3% | $5,143-68.5% | $4,762-66.0% |
| Participant deferral / active EE | $872 | $5,948-85.3% | $5,198-83.2% | $5,850-85.1% |
| Admin fee / account holder | $87 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |