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 | $4,878 | $154,228-96.8% | $145,433-96.6% | $137,256-96.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 24.84% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,139 | $4,804-76.3% | $4,554-75.0% | $4,156-72.6% |
| Participant deferral / active EE | $1,782 | $8,216-78.3% | $7,897-77.4% | $6,407-72.2% |
| Admin fee / account holder | $203 | $14,344-98.6% | $13,129-98.5% | $12,270-98.3% |