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 | $8,645 | $154,228-94.4% | $145,433-94.1% | $137,256-93.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 23.24% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,040 | $4,804-78.4% | $4,554-77.2% | $4,156-75.0% |
| Participant deferral / active EE | $1,742 | $8,216-78.8% | $7,897-77.9% | $6,407-72.8% |
| Admin fee / account holder | $69 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |