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 7-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 | $1,298 | $45,073-97.1% | $69,455-98.1% | $72,985-98.2% |
| Participation rate | 97.5% | 68.5%+29.0pp | 74.6%+22.9pp | 69.5%+28.0pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $554 | $2,054-73.0% | $2,779-80.1% | $2,440-77.3% |
| Participant deferral / active EE | $690 | $2,602-73.5% | $3,535-80.5% | $3,607-80.9% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |