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 10-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 | $2,739 | $135,952-98.0% | $123,892-97.8% | $273,961-99.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 184.56% | 56.63%+127.9pp | 47.52%+137.0pp | 41.45%+143.1pp |
| Employer contribution / active EE | $965 | $5,170-81.3% | $4,617-79.1% | $4,869-80.2% |
| Participant deferral / active EE | $1,761 | $6,343-72.2% | $5,984-70.6% | $5,287-66.7% |
| Admin fee / account holder | $1 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |