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 | $1,476 | $76,552-98.1% | $123,892-98.8% | $62,891-97.7% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.1pp | 69.3%+27.2pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $623 | $2,883-78.4% | $4,617-86.5% | $2,281-72.7% |
| Participant deferral / active EE | $947 | $4,840-80.4% | $5,984-84.2% | $3,203-70.4% |
| Admin fee / account holder | $71 | $4,826-98.5% | $8,357-99.1% | $4,296-98.3% |