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 | $12,663 | $159,602-92.1% | $150,045-91.6% | $142,382-91.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $8,026 | $4,961+61.8% | $4,693+71.0% | $4,299+86.7% |
| Participant deferral / active EE | $2,006 | $8,310-75.9% | $7,997-74.9% | $6,507-69.2% |
| Admin fee / account holder | $13 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |