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 | $7,447 | $159,602-95.3% | $150,045-95.0% | $142,382-94.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 25.00% | 70.24%-45.2pp | 62.55%-37.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,099 | $4,961-77.9% | $4,693-76.6% | $4,299-74.4% |
| Participant deferral / active EE | $2,139 | $8,310-74.3% | $7,997-73.2% | $6,507-67.1% |
| Admin fee / account holder | $91 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |