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 | $14,225 | $148,534-90.4% | $135,903-89.5% | $139,434-89.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 18.23% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,042 | $5,243-80.1% | $4,856-78.5% | $4,751-78.1% |
| Participant deferral / active EE | $1,687 | $8,100-79.2% | $7,758-78.3% | $6,710-74.9% |
| Admin fee / account holder | $146 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |