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 | $12,062 | $165,335-92.7% | $149,696-91.9% | $158,922-92.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 27.64% | 348.15%-320.5pp | 276.60%-249.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $2,902 | $5,103-43.1% | $4,644-37.5% | $4,761-39.0% |
| Participant deferral / active EE | $1,857 | $7,181-74.1% | $6,842-72.9% | $5,982-69.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |