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 | $6,087 | $209,411-97.1% | $178,490-96.6% | $158,922-96.2% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 29.38% | 188.75%-159.4pp | 151.07%-121.7pp | 302.83%-273.4pp |
| Employer contribution / active EE | $1,750 | $5,706-69.3% | $5,011-65.1% | $4,761-63.2% |
| Participant deferral / active EE | $1,460 | $5,954-75.5% | $5,202-71.9% | $5,982-75.6% |
| Admin fee / account holder | $166 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |