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 | $3,924 | $86,699-95.5% | $73,307-94.6% | $125,391-96.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.79% | 2.78%-1.0pp | 5.67%-3.9pp | 282.22%-280.4pp |
| Employer contribution / active EE | $1,139 | $4,152-72.6% | $3,237-64.8% | $4,866-76.6% |
| Participant deferral / active EE | $1,154 | $5,550-79.2% | $4,991-76.9% | $5,352-78.4% |
| Admin fee / account holder | $11 | $7,771-99.9% | $5,637-99.8% | $9,540-99.9% |