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 | $1,601 | $53,127-97.0% | $86,590-98.2% | $70,131-97.7% |
| Participation rate | 73.8% | 65.3%+8.5pp | 73.5%+0.3pp | 69.5%+4.3pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $263 | $2,068-87.3% | $2,839-90.7% | $2,342-88.8% |
| Participant deferral / active EE | $562 | $2,696-79.2% | $3,609-84.4% | $3,332-83.1% |
| Admin fee / account holder | $137 | $3,585-96.2% | $4,906-97.2% | $4,645-97.1% |