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 | $6,158 | $93,571-93.4% | $135,903-95.5% | $75,163-91.8% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 32.35% | 30.90%+1.4pp | 68.23%-35.9pp | 160.62%-128.3pp |
| Employer contribution / active EE | $1,097 | $3,537-69.0% | $4,856-77.4% | $2,670-58.9% |
| Participant deferral / active EE | $2,355 | $6,404-63.2% | $7,758-69.6% | $4,125-42.9% |
| Admin fee / account holder | $57 | $6,975-99.2% | $10,762-99.5% | $5,651-99.0% |