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 | $7,363 | $165,335-95.5% | $149,696-95.1% | $158,922-95.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 30.73% | 348.15%-317.4pp | 276.60%-245.9pp | 302.83%-272.1pp |
| Employer contribution / active EE | $1,158 | $5,103-77.3% | $4,644-75.1% | $4,761-75.7% |
| Participant deferral / active EE | $1,877 | $7,181-73.9% | $6,842-72.6% | $5,982-68.6% |
| Admin fee / account holder | $54 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |