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 | $2,406 | $85,790-97.2% | $67,313-96.4% | $135,375-98.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.17% | -0.54%-4.6pp | -4.08%-1.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $499 | $3,487-85.7% | $2,566-80.5% | $4,779-89.6% |
| Participant deferral / active EE | $897 | $4,651-80.7% | $3,568-74.9% | $5,609-84.0% |
| Admin fee / account holder | $4 | $6,392-99.9% | $4,507-99.9% | $10,827-100.0% |