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 8-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 | $1,272 | $47,848-97.3% | $81,478-98.4% | $70,131-98.2% |
| Participation rate | 71.1% | 58.3%+12.8pp | 68.0%+3.1pp | 69.5%+1.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $338 | $1,527-77.9% | $2,568-86.8% | $2,342-85.6% |
| Participant deferral / active EE | $562 | $2,453-77.1% | $3,537-84.1% | $3,332-83.1% |
| Admin fee / account holder | $3 | $3,145-99.9% | $4,561-99.9% | $4,645-99.9% |