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 | $10,459 | $159,602-93.4% | $150,045-93.0% | $142,382-92.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 20.01% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,069 | $4,961-78.5% | $4,693-77.2% | $4,299-75.1% |
| Participant deferral / active EE | $1,578 | $8,310-81.0% | $7,997-80.3% | $6,507-75.8% |
| Admin fee / account holder | $265 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |