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 | $8,344 | $71,050-88.3% | $93,606-91.1% | $80,856-89.7% |
| Participation rate | 74.4% | 60.4%+14.0pp | 68.7%+5.6pp | 67.6%+6.7pp |
| Annual return | 10.81% | 11.26%-0.4pp | 133.20%-122.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,059 | $1,564-32.3% | $2,420-56.2% | $2,755-61.6% |
| Participant deferral / active EE | $1,077 | $4,034-73.3% | $4,411-75.6% | $4,296-74.9% |
| Admin fee / account holder | $196 | $6,945-97.2% | $8,285-97.6% | $6,918-97.2% |