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 | $1,204 | $97,044-98.8% | $83,333-98.6% | $135,375-99.1% |
| Participation rate | 77.8% | 80.4%-2.6pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $451 | $4,143-89.1% | $3,379-86.7% | $4,779-90.6% |
| Participant deferral / active EE | $691 | $5,964-88.4% | $5,565-87.6% | $5,609-87.7% |
| Admin fee / account holder | $1 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |