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 | $3,950 | $159,602-97.5% | $150,045-97.4% | $142,382-97.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 25.02% | 70.24%-45.2pp | 62.55%-37.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,118 | $4,961-77.5% | $4,693-76.2% | $4,299-74.0% |
| Participant deferral / active EE | $356 | $8,310-95.7% | $7,997-95.5% | $6,507-94.5% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |