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 9-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 | $5,474 | $180,449-97.0% | $154,107-96.4% | $135,375-96.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 0.58% | 888.09%-887.5pp | 735.12%-734.5pp | 519.73%-519.2pp |
| Employer contribution / active EE | $1,614 | $6,035-73.3% | $5,298-69.5% | $4,779-66.2% |
| Participant deferral / active EE | $940 | $5,806-83.8% | $5,081-81.5% | $5,609-83.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |