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 | $17,524 | $185,822-90.6% | $169,993-89.7% | $139,434-87.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.31% | 60.50%-40.2pp | 53.37%-33.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,866 | $7,590-75.4% | $6,785-72.5% | $4,751-60.7% |
| Participant deferral / active EE | $2,825 | $11,622-75.7% | $10,408-72.9% | $6,710-57.9% |
| Admin fee / account holder | $271 | $15,381-98.2% | $12,815-97.9% | $11,403-97.6% |