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 | $6,573 | $183,963-96.4% | $162,163-95.9% | $152,861-95.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 40.87% | 150.76%-109.9pp | 115.59%-74.7pp | 345.32%-304.4pp |
| Employer contribution / active EE | $1,707 | $6,371-73.2% | $5,614-69.6% | $4,762-64.2% |
| Participant deferral / active EE | $2,041 | $8,034-74.6% | $7,298-72.0% | $5,850-65.1% |
| Admin fee / account holder | $240 | $13,121-98.2% | $10,843-97.8% | $11,596-97.9% |