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 | $18,617 | $201,259-90.7% | $184,200-89.9% | $145,959-87.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.99% | 28.98%-14.0pp | 28.80%-13.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,808 | $7,018-74.2% | $6,424-71.9% | $4,661-61.2% |
| Participant deferral / active EE | $2,936 | $9,806-70.1% | $9,132-67.8% | $6,689-56.1% |
| Admin fee / account holder | $257 | $16,372-98.4% | $13,907-98.2% | $13,398-98.1% |