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 | $5,624 | $69,518-91.9% | $59,878-90.6% | $135,375-95.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.35% | 7.94%-7.6pp | 3.46%-3.1pp | 519.73%-519.4pp |
| Employer contribution / active EE | $416 | $3,235-87.1% | $2,722-84.7% | $4,779-91.3% |
| Participant deferral / active EE | $48 | $4,206-98.9% | $3,402-98.6% | $5,609-99.1% |
| Admin fee / account holder | $15 | $5,734-99.7% | $3,590-99.6% | $10,827-99.9% |