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 | $12,071 | $209,336-94.2% | $197,124-93.9% | $137,256-91.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 26.23% | 48.09%-21.9pp | 44.34%-18.1pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,438 | $6,591-78.2% | $6,227-76.9% | $4,156-65.4% |
| Participant deferral / active EE | $1,748 | $9,614-81.8% | $9,135-80.9% | $6,407-72.7% |
| Admin fee / account holder | $4 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |