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 | $8,807 | $157,256-94.4% | $141,162-93.8% | $152,861-94.2% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 30.47% | 64.32%-33.9pp | 71.39%-40.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,636 | $5,261-68.9% | $4,735-65.4% | $4,762-65.6% |
| Participant deferral / active EE | $1,954 | $7,109-72.5% | $6,709-70.9% | $5,850-66.6% |
| Admin fee / account holder | $169 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |