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 6-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 | $5,516 | $106,515-94.8% | $96,683-94.3% | $139,434-96.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 23.30% | 38.43%-15.1pp | 35.69%-12.4pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,106 | $4,103-73.0% | $3,737-70.4% | $4,751-76.7% |
| Participant deferral / active EE | $1,211 | $5,454-77.8% | $4,878-75.2% | $6,710-82.0% |
| Admin fee / account holder | $16 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |