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 | $6,330 | $154,228-95.9% | $145,433-95.6% | $137,256-95.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 26.21% | 74.59%-48.4pp | 66.58%-40.4pp | 220.34%-194.1pp |
| Employer contribution / active EE | $866 | $4,804-82.0% | $4,554-81.0% | $4,156-79.2% |
| Participant deferral / active EE | $1,039 | $8,216-87.4% | $7,897-86.8% | $6,407-83.8% |
| Admin fee / account holder | $12 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |