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 | $11,514 | $63,299-81.8% | $91,001-87.3% | $62,292-81.5% |
| Participation rate | 92.1% | 73.3%+18.8pp | 75.6%+16.5pp | 69.5%+22.6pp |
| Annual return | 0.00% | 20.99%-21.0pp | 4.60%-4.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $896 | $1,807-50.4% | $2,456-63.5% | $2,042-56.1% |
| Participant deferral / active EE | $1,028 | $2,943-65.1% | $3,547-71.0% | $3,169-67.6% |
| Admin fee / account holder | $10 | $468-97.8% | $5,417-99.8% | $479-97.8% |