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 | $11,643 | $201,259-94.2% | $184,200-93.7% | $145,959-92.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.46% | 28.98%-13.5pp | 28.80%-13.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,876 | $7,018-73.3% | $6,424-70.8% | $4,661-59.7% |
| Participant deferral / active EE | $2,063 | $9,806-79.0% | $9,132-77.4% | $6,689-69.1% |
| Admin fee / account holder | $200 | $16,372-98.8% | $13,907-98.6% | $13,398-98.5% |