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 8-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 | $5,615 | $228,332-97.5% | $185,823-97.0% | $158,922-96.5% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 33.22% | 40.80%-7.6pp | 35.95%-2.7pp | 302.83%-269.6pp |
| Employer contribution / active EE | $1,070 | $4,967-78.5% | $4,087-73.8% | $4,761-77.5% |
| Participant deferral / active EE | $1,163 | $6,415-81.9% | $5,632-79.4% | $5,982-80.6% |
| Admin fee / account holder | $3 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |