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 | $14,276 | $165,335-91.4% | $149,696-90.5% | $158,922-91.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.29% | 348.15%-329.9pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,272 | $5,103-75.1% | $4,644-72.6% | $4,761-73.3% |
| Participant deferral / active EE | $2,044 | $7,181-71.5% | $6,842-70.1% | $5,982-65.8% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |