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 | $12,693 | $176,812-92.8% | $146,665-91.3% | $167,490-92.4% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 16.17% | 24.03%-7.9pp | 22.74%-6.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,328 | $5,160-74.3% | $4,136-67.9% | $4,837-72.6% |
| Participant deferral / active EE | $1,628 | $6,440-74.7% | $5,506-70.4% | $6,341-74.3% |
| Admin fee / account holder | $250 | $13,259-98.1% | $10,280-97.6% | $12,309-98.0% |