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 5-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 | $159,602-91.1% | $150,045-90.5% | $142,382-90.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 17.37% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,163 | $4,961-76.6% | $4,693-75.2% | $4,299-72.9% |
| Participant deferral / active EE | $2,197 | $8,310-73.6% | $7,997-72.5% | $6,507-66.2% |
| Admin fee / account holder | $154 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |