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 | $6,538 | $105,126-93.8% | $94,646-93.1% | $139,434-95.3% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 14.85% | 38.03%-23.2pp | 156.71%-141.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $483 | $4,106-88.2% | $3,672-86.9% | $4,751-89.8% |
| Participant deferral / active EE | $977 | $7,599-87.1% | $7,418-86.8% | $6,710-85.4% |
| Admin fee / account holder | $210 | $8,984-97.7% | $7,231-97.1% | $11,403-98.2% |