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 8-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 | $8,313 | $165,335-95.0% | $149,696-94.4% | $158,922-94.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 25.91% | 348.15%-322.2pp | 276.60%-250.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,023 | $5,103-80.0% | $4,644-78.0% | $4,761-78.5% |
| Participant deferral / active EE | $1,885 | $7,181-73.7% | $6,842-72.4% | $5,982-68.5% |
| Admin fee / account holder | $104 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |