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 9-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 | $20,078 | $157,256-87.2% | $141,162-85.8% | $152,861-86.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 22.42% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,174 | $5,261-77.7% | $4,735-75.2% | $4,762-75.3% |
| Participant deferral / active EE | $1,355 | $7,109-80.9% | $6,709-79.8% | $5,850-76.8% |
| Admin fee / account holder | $230 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |