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 5-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 | $10,623 | $177,572-94.0% | $154,803-93.1% | $142,382-92.5% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 21.60% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $965 | $4,810-79.9% | $4,305-77.6% | $4,299-77.5% |
| Participant deferral / active EE | $1,184 | $6,272-81.1% | $5,540-78.6% | $6,507-81.8% |
| Admin fee / account holder | $229 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |