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 7-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 | $8,722 | $154,228-94.3% | $145,433-94.0% | $137,256-93.6% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 19.70% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,497 | $4,804-68.8% | $4,554-67.1% | $4,156-64.0% |
| Participant deferral / active EE | $1,973 | $8,216-76.0% | $7,897-75.0% | $6,407-69.2% |
| Admin fee / account holder | $256 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |