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 9-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 | $21,789 | $167,484-87.0% | $151,611-85.6% | $134,475-83.8% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -8.57% | 7.80%-16.4pp | 3.33%-11.9pp | 417.96%-426.5pp |
| Employer contribution / active EE | $1,675 | $6,829-75.5% | $6,166-72.8% | $4,740-64.7% |
| Participant deferral / active EE | $2,454 | $8,986-72.7% | $8,363-70.7% | $6,400-61.7% |
| Admin fee / account holder | $5 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |