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 10-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 | $3,875 | $59,107-93.4% | $86,436-95.5% | $68,494-94.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 6.16% | -0.23%+6.4pp | 4394.89%-4388.7pp | -7.84%+14.0pp |
| Employer contribution / active EE | $1,223 | $2,519-51.4% | $3,769-67.5% | $2,596-52.9% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $159 | $5,637-97.2% | $6,731-97.6% | $5,403-97.1% |