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 | $159,602-94.5% | $150,045-94.2% | $142,382-93.9% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 19.70% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,497 | $4,961-69.8% | $4,693-68.1% | $4,299-65.2% |
| Participant deferral / active EE | $1,973 | $8,310-76.3% | $7,997-75.3% | $6,507-69.7% |
| Admin fee / account holder | $256 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |