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 3-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 | $11,800 | $154,228-92.3% | $145,433-91.9% | $137,256-91.4% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 41.92% | 74.59%-32.7pp | 66.58%-24.7pp | 220.34%-178.4pp |
| Employer contribution / active EE | $1,554 | $4,804-67.7% | $4,554-65.9% | $4,156-62.6% |
| Participant deferral / active EE | $2,242 | $8,216-72.7% | $7,897-71.6% | $6,407-65.0% |
| Admin fee / account holder | $153 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |