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 5-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 | $12,472 | $201,272-93.8% | $184,203-93.2% | $145,922-91.5% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 24.82% | 29.00%-4.2pp | 28.81%-4.0pp | 561.29%-536.5pp |
| Employer contribution / active EE | $1,824 | $7,022-74.0% | $6,427-71.6% | $4,660-60.9% |
| Participant deferral / active EE | $2,473 | $9,806-74.8% | $9,131-72.9% | $6,688-63.0% |
| Admin fee / account holder | $49 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |