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 | $15,031 | $172,478-91.3% | $145,661-89.7% | $142,382-89.4% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.2%+4.6pp | 80.1%+1.7pp |
| Annual return | 17.57% | 151.09%-133.5pp | 101.46%-83.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,062 | $4,899-78.3% | $4,238-74.9% | $4,299-75.3% |
| Participant deferral / active EE | $1,330 | $8,348-84.1% | $7,198-81.5% | $6,507-79.6% |
| Admin fee / account holder | $265 | $16,864-98.4% | $12,466-97.9% | $12,624-97.9% |