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 8-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 | $32,332 | $197,591-83.6% | $177,821-81.8% | $158,922-79.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 11.93% | 58.76%-46.8pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $8,239 | $6,697+23.0% | $5,918+39.2% | $4,761+73.0% |
| Participant deferral / active EE | $1,219 | $8,405-85.5% | $7,714-84.2% | $5,982-79.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |