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 | $756 | $54,541-98.6% | $78,778-99.0% | $70,131-98.9% |
| Participation rate | 87.1% | 60.8%+26.3pp | 69.2%+17.9pp | 69.5%+17.6pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $198 | $1,089-81.8% | $1,986-90.0% | $2,342-91.6% |
| Participant deferral / active EE | $479 | $2,210-78.3% | $2,958-83.8% | $3,332-85.6% |
| Admin fee / account holder | $6 | $3,709-99.8% | $5,134-99.9% | $4,645-99.9% |