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 10-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 | $11,026 | $135,952-91.9% | $123,892-91.1% | $273,961-96.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.97% | 56.63%-48.7pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,191 | $5,170-77.0% | $4,617-74.2% | $4,869-75.5% |
| Participant deferral / active EE | $1,371 | $6,343-78.4% | $5,984-77.1% | $5,287-74.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |