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 9-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 | $8,482 | $103,376-91.8% | $87,100-90.3% | $152,861-94.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 26.54% | 28.10%-1.6pp | 28.19%-1.7pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,248 | $3,220-61.3% | $2,521-50.5% | $4,762-73.8% |
| Participant deferral / active EE | $1,429 | $4,778-70.1% | $4,049-64.7% | $5,850-75.6% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |