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 6-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 | $4,069 | $70,475-94.2% | $100,516-96.0% | $79,858-94.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,429 | $2,165-34.0% | $3,418-58.2% | $2,471-42.1% |
| Participant deferral / active EE | $2,020 | $5,181-61.0% | $6,270-67.8% | $3,740-46.0% |
| Admin fee / account holder | $55 | $4,478-98.8% | $8,081-99.3% | $5,306-99.0% |