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 8-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 | $10,191 | $175,202-94.2% | $149,673-93.2% | $139,434-92.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 19.75% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,086 | $5,474-80.2% | $4,818-77.5% | $4,751-77.1% |
| Participant deferral / active EE | $1,565 | $6,519-76.0% | $5,680-72.4% | $6,710-76.7% |
| Admin fee / account holder | $278 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |