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 | $154,228-93.6% | $145,433-93.3% | $137,256-92.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 28.13% | 74.59%-46.5pp | 66.58%-38.4pp | 220.34%-192.2pp |
| Employer contribution / active EE | $1,222 | $4,804-74.6% | $4,554-73.2% | $4,156-70.6% |
| Participant deferral / active EE | $1,213 | $8,216-85.2% | $7,897-84.6% | $6,407-81.1% |
| Admin fee / account holder | $55 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |