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 | $8,115 | $157,256-94.8% | $141,162-94.3% | $152,861-94.7% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.4%-3.3pp |
| Annual return | 38.21% | 64.32%-26.1pp | 71.39%-33.2pp | 345.32%-307.1pp |
| Employer contribution / active EE | $1,333 | $5,261-74.7% | $4,735-71.8% | $4,762-72.0% |
| Participant deferral / active EE | $2,297 | $7,109-67.7% | $6,709-65.8% | $5,850-60.7% |
| Admin fee / account holder | $61 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |