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 | $6,843 | $58,577-88.3% | $83,333-91.8% | $64,186-89.3% |
| Participation rate | 82.9% | 72.0%+10.9pp | 77.8%+5.2pp | 69.6%+13.4pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,270 | $4,654-72.7% | $5,565-77.2% | $3,470-63.4% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |