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 | $5,119 | $226,064-97.7% | $182,532-97.2% | $152,861-96.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.56% | 192.51%-169.0pp | 148.54%-125.0pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,437 | $4,978-71.1% | $4,076-64.7% | $4,762-69.8% |
| Participant deferral / active EE | $864 | $6,368-86.4% | $5,524-84.4% | $5,850-85.2% |
| Admin fee / account holder | $46 | $10,703-99.6% | $8,592-99.5% | $11,596-99.6% |