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 6-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 | $7,449 | $176,056-95.8% | $159,436-95.3% | $167,490-95.6% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 21.51% | 331.75%-310.2pp | 263.57%-242.1pp | 478.56%-457.0pp |
| Employer contribution / active EE | $3,119 | $5,297-41.1% | $4,829-35.4% | $4,837-35.5% |
| Participant deferral / active EE | $757 | $7,750-90.2% | $7,352-89.7% | $6,341-88.1% |
| Admin fee / account holder | $8 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |