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 9-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 | $4,118 | $115,882-96.4% | $100,516-95.9% | $158,922-97.4% |
| Participation rate | 72.2% | 81.6%-9.3pp | 79.4%-7.2pp | 82.0%-9.7pp |
| Annual return | 17.68% | 34.79%-17.1pp | 30.89%-13.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $499 | $4,103-87.8% | $3,418-85.4% | $4,761-89.5% |
| Participant deferral / active EE | $1,180 | $6,674-82.3% | $6,270-81.2% | $5,982-80.3% |
| Admin fee / account holder | $115 | $10,995-99.0% | $8,081-98.6% | $11,246-99.0% |