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 | $22,826 | $198,466-88.5% | $170,442-86.6% | $147,584-84.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.34% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,237 | $6,184-63.8% | $5,433-58.8% | $4,876-54.1% |
| Participant deferral / active EE | $1,139 | $5,629-79.8% | $4,939-76.9% | $5,439-79.1% |
| Admin fee / account holder | $127 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |