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 | $8,109 | $77,503-89.5% | $100,391-91.9% | $80,856-90.0% |
| Participation rate | 71.4% | 76.9%-5.5pp | 81.5%-10.1pp | 67.6%+3.8pp |
| Annual return | 17.01% | 37.20%-20.2pp | 49.20%-32.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $363 | $2,801-87.0% | $3,942-90.8% | $2,755-86.8% |
| Participant deferral / active EE | $996 | $6,820-85.4% | $8,082-87.7% | $4,296-76.8% |
| Admin fee / account holder | -$13 | $5,897-100.2% | $7,899-100.2% | $6,918-100.2% |