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 | $7,242 | $162,781-95.6% | $133,956-94.6% | $158,922-95.4% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 23.77% | 41.94%-18.2pp | 45.09%-21.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,740 | $4,975-65.0% | $3,919-55.6% | $4,761-63.5% |
| Participant deferral / active EE | $1,532 | $5,911-74.1% | $5,048-69.7% | $5,982-74.4% |
| Admin fee / account holder | $90 | $11,736-99.2% | $8,927-99.0% | $11,246-99.2% |