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 9-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 | $1,726 | $56,277-96.9% | $80,975-97.9% | $62,891-97.3% |
| Participation rate | 96.6% | 69.0%+27.6pp | 75.8%+20.7pp | 69.3%+27.2pp |
| Annual return | 0.00% | 22.12%-22.1pp | 17.10%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $624 | $1,943-67.9% | $3,714-83.2% | $2,281-72.7% |
| Participant deferral / active EE | $1,121 | $4,195-73.3% | $5,696-80.3% | $3,203-65.0% |
| Admin fee / account holder | $42 | $3,741-98.9% | $5,516-99.2% | $4,296-99.0% |