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 6-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 | $6,227 | $124,281-95.0% | $109,143-94.3% | $167,490-96.3% |
| Participation rate | 73.7% | 79.4%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,294 | $4,207-21.7% | $3,722-11.5% | $4,837-31.9% |
| Participant deferral / active EE | $1,476 | $5,255-71.9% | $4,653-68.3% | $6,341-76.7% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |