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 | $7,279 | $176,056-95.9% | $159,436-95.4% | $167,490-95.7% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 4939.44% | 331.75%+4607.7pp | 263.57%+4675.9pp | 478.56%+4460.9pp |
| Employer contribution / active EE | $1,212 | $5,297-77.1% | $4,829-74.9% | $4,837-75.0% |
| Participant deferral / active EE | $2,434 | $7,750-68.6% | $7,352-66.9% | $6,341-61.6% |
| Admin fee / account holder | $112 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |