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 6-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 | $11,773 | $154,228-92.4% | $145,433-91.9% | $137,256-91.4% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 17.42% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,004 | $4,804-79.1% | $4,554-78.0% | $4,156-75.8% |
| Participant deferral / active EE | $1,630 | $8,216-80.2% | $7,897-79.4% | $6,407-74.6% |
| Admin fee / account holder | $275 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |