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 | $8,163 | $165,335-95.1% | $149,696-94.5% | $158,922-94.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 21.87% | 348.15%-326.3pp | 276.60%-254.7pp | 302.83%-281.0pp |
| Employer contribution / active EE | $948 | $5,103-81.4% | $4,644-79.6% | $4,761-80.1% |
| Participant deferral / active EE | $1,779 | $7,181-75.2% | $6,842-74.0% | $5,982-70.3% |
| Admin fee / account holder | $31 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |