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 7-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 | $9,466 | $177,572-94.7% | $154,803-93.9% | $142,382-93.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 29.61% | 65.07%-35.5pp | 58.88%-29.3pp | 217.08%-187.5pp |
| Employer contribution / active EE | $1,159 | $4,810-75.9% | $4,305-73.1% | $4,299-73.0% |
| Participant deferral / active EE | $1,666 | $6,272-73.4% | $5,540-69.9% | $6,507-74.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |