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 | $5,693 | $93,571-93.9% | $135,903-95.8% | $75,163-92.4% |
| Participation rate | 91.8% | 75.2%+16.7pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 27.59% | 30.90%-3.3pp | 68.23%-40.6pp | 160.62%-133.0pp |
| Employer contribution / active EE | $1,288 | $3,537-63.6% | $4,856-73.5% | $2,670-51.7% |
| Participant deferral / active EE | $2,097 | $6,404-67.3% | $7,758-73.0% | $4,125-49.2% |
| Admin fee / account holder | $246 | $6,975-96.5% | $10,762-97.7% | $5,651-95.6% |