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 9-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 | $1,378 | $64,348-97.9% | $90,160-98.5% | $70,131-98.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $295 | $2,046-85.6% | $3,318-91.1% | $2,342-87.4% |
| Participant deferral / active EE | $1,104 | $4,389-74.9% | $5,288-79.1% | $3,332-66.9% |
| Admin fee / account holder | $0 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |