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 | $1,687 | $50,385-96.7% | $75,670-97.8% | $62,292-97.3% |
| Participation rate | 72.8% | 67.7%+5.1pp | 72.3%+0.5pp | 69.5%+3.3pp |
| Annual return | 0.00% | 19.90%-19.9pp | 27.34%-27.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $908 | $1,537-41.0% | $2,352-61.4% | $2,042-55.6% |
| Participant deferral / active EE | $1,082 | $2,445-55.7% | $3,142-65.6% | $3,169-65.9% |
| Admin fee / account holder | $135 | $384-64.8% | $5,800-97.7% | $479-71.8% |