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 | $3,270 | $106,584-96.9% | $101,326-96.8% | $142,382-97.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 23.79% | 36.93%-13.1pp | 36.82%-13.0pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,162 | $3,956-70.6% | $3,665-68.3% | $4,299-73.0% |
| Participant deferral / active EE | $1,576 | $8,297-81.0% | $7,994-80.3% | $6,507-75.8% |
| Admin fee / account holder | $119 | $11,446-99.0% | $11,185-98.9% | $12,624-99.1% |