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 | $13,794 | $159,602-91.4% | $150,045-90.8% | $142,382-90.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 164.43% | 70.24%+94.2pp | 62.55%+101.9pp | 217.08%-52.6pp |
| Employer contribution / active EE | $1,825 | $4,961-63.2% | $4,693-61.1% | $4,299-57.6% |
| Participant deferral / active EE | $1,824 | $8,310-78.1% | $7,997-77.2% | $6,507-72.0% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |