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 | $16,691 | $165,335-89.9% | $149,696-88.8% | $158,922-89.5% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 51.61% | 348.15%-296.5pp | 276.60%-225.0pp | 302.83%-251.2pp |
| Employer contribution / active EE | $980 | $5,103-80.8% | $4,644-78.9% | $4,761-79.4% |
| Participant deferral / active EE | $2,219 | $7,181-69.1% | $6,842-67.6% | $5,982-62.9% |
| Admin fee / account holder | $172 | $10,807-98.4% | $9,309-98.1% | $11,246-98.5% |