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 | $4,275 | $71,050-94.0% | $93,606-95.4% | $80,856-94.7% |
| Participation rate | 78.7% | 60.4%+18.3pp | 68.7%+10.0pp | 67.6%+11.1pp |
| Annual return | 13.98% | 11.26%+2.7pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $625 | $1,564-60.0% | $2,420-74.2% | $2,755-77.3% |
| Participant deferral / active EE | $978 | $4,034-75.8% | $4,411-77.8% | $4,296-77.2% |
| Admin fee / account holder | $64 | $6,945-99.1% | $8,285-99.2% | $6,918-99.1% |