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 | $7,581 | $209,411-96.4% | $178,490-95.8% | $158,922-95.2% |
| Participation rate | 88.2% | 86.3%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 254.95% | 188.75%+66.2pp | 151.07%+103.9pp | 302.83%-47.9pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $834 | $5,954-86.0% | $5,202-84.0% | $5,982-86.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |