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 | $17,513 | $72,404-75.8% | $110,238-84.1% | $64,186-72.7% |
| Participation rate | 88.6% | 73.3%+15.2pp | 79.8%+8.8pp | 69.6%+19.0pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,563 | $2,282+56.1% | $3,826-6.9% | $2,381+49.6% |
| Participant deferral / active EE | $1,121 | $3,469-67.7% | $4,672-76.0% | $3,470-67.7% |
| Admin fee / account holder | $215 | $5,664-96.2% | $8,547-97.5% | $4,888-95.6% |