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 | $10,548 | $157,256-93.3% | $141,162-92.5% | $152,861-93.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 59.06% | 64.32%-5.3pp | 71.39%-12.3pp | 345.32%-286.3pp |
| Employer contribution / active EE | $5,834 | $5,261+10.9% | $4,735+23.2% | $4,762+22.5% |
| Participant deferral / active EE | $1,206 | $7,109-83.0% | $6,709-82.0% | $5,850-79.4% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |