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 | $6,039 | $177,572-96.6% | $154,803-96.1% | $142,382-95.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 23.58% | 65.07%-41.5pp | 58.88%-35.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,276 | $4,810-73.5% | $4,305-70.4% | $4,299-70.3% |
| Participant deferral / active EE | $1,441 | $6,272-77.0% | $5,540-74.0% | $6,507-77.9% |
| Admin fee / account holder | $263 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |