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 6-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 | $8,840 | $175,202-95.0% | $149,673-94.1% | $139,434-93.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.13% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,115 | $5,474-79.6% | $4,818-76.8% | $4,751-76.5% |
| Participant deferral / active EE | $1,625 | $6,519-75.1% | $5,680-71.4% | $6,710-75.8% |
| Admin fee / account holder | $85 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |