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 | $17,272 | $86,286-80.0% | $111,297-84.5% | $85,850-79.9% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 14.61% | 19.99%-5.4pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,031 | $2,043-49.5% | $2,731-62.2% | $2,565-59.8% |
| Participant deferral / active EE | $1,283 | $3,641-64.8% | $4,487-71.4% | $3,952-67.5% |
| Admin fee / account holder | $160 | $8,188-98.0% | $7,964-98.0% | $6,260-97.4% |