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 | $3,860 | $157,256-97.5% | $141,162-97.3% | $152,861-97.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 32.84% | 64.32%-31.5pp | 71.39%-38.5pp | 345.32%-312.5pp |
| Employer contribution / active EE | $966 | $5,261-81.6% | $4,735-79.6% | $4,762-79.7% |
| Participant deferral / active EE | $1,486 | $7,109-79.1% | $6,709-77.9% | $5,850-74.6% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |