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 | $6,725 | $197,591-96.6% | $177,821-96.2% | $158,922-95.8% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 24.85% | 58.76%-33.9pp | 48.32%-23.5pp | 302.83%-278.0pp |
| Employer contribution / active EE | $1,449 | $6,697-78.4% | $5,918-75.5% | $4,761-69.6% |
| Participant deferral / active EE | $2,004 | $8,405-76.2% | $7,714-74.0% | $5,982-66.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |