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 3-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 | $9,815 | $159,602-93.9% | $150,045-93.5% | $142,382-93.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 28.13% | 70.24%-42.1pp | 62.55%-34.4pp | 217.08%-188.9pp |
| Employer contribution / active EE | $1,222 | $4,961-75.4% | $4,693-74.0% | $4,299-71.6% |
| Participant deferral / active EE | $1,213 | $8,310-85.4% | $7,997-84.8% | $6,507-81.4% |
| Admin fee / account holder | $55 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |