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 | $9,413 | $157,256-94.0% | $141,162-93.3% | $152,861-93.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 33.20% | 64.32%-31.1pp | 71.39%-38.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $1,769 | $5,261-66.4% | $4,735-62.6% | $4,762-62.9% |
| Participant deferral / active EE | $2,295 | $7,109-67.7% | $6,709-65.8% | $5,850-60.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |