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 6-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 | $5,006 | $176,056-97.2% | $159,436-96.9% | $167,490-97.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 35.39% | 331.75%-296.4pp | 263.57%-228.2pp | 478.56%-443.2pp |
| Employer contribution / active EE | $1,009 | $5,297-81.0% | $4,829-79.1% | $4,837-79.1% |
| Participant deferral / active EE | $1,649 | $7,750-78.7% | $7,352-77.6% | $6,341-74.0% |
| Admin fee / account holder | $28 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |