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 3-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 | $9,663 | $159,602-93.9% | $150,045-93.6% | $142,382-93.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 35.15% | 70.24%-35.1pp | 62.55%-27.4pp | 217.08%-181.9pp |
| Employer contribution / active EE | $2,447 | $4,961-50.7% | $4,693-47.9% | $4,299-43.1% |
| Participant deferral / active EE | $1,963 | $8,310-76.4% | $7,997-75.5% | $6,507-69.8% |
| Admin fee / account holder | $121 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |