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 | $7,026 | $106,584-93.4% | $101,326-93.1% | $142,382-95.1% |
| Participation rate | 78.3% | 82.7%-4.4pp | 81.5%-3.2pp | 80.1%-1.9pp |
| Annual return | 26.67% | 36.93%-10.3pp | 36.82%-10.1pp | 217.08%-190.4pp |
| Employer contribution / active EE | $955 | $3,956-75.9% | $3,665-74.0% | $4,299-77.8% |
| Participant deferral / active EE | $1,500 | $8,297-81.9% | $7,994-81.2% | $6,507-77.0% |
| Admin fee / account holder | $14 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |