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 | $5,802 | $197,591-97.1% | $177,821-96.7% | $158,922-96.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 17.69% | 58.76%-41.1pp | 48.32%-30.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,768 | $6,697-73.6% | $5,918-70.1% | $4,761-62.9% |
| Participant deferral / active EE | $1,891 | $8,405-77.5% | $7,714-75.5% | $5,982-68.4% |
| Admin fee / account holder | $222 | $15,399-98.6% | $12,427-98.2% | $11,246-98.0% |