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 7-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 | $3,142 | $50,958-93.8% | $74,550-95.8% | $64,186-95.1% |
| Participation rate | 92.6% | 61.1%+31.5pp | 69.1%+23.4pp | 69.6%+23.0pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,801 | $1,115+151.1% | $1,961+42.8% | $2,381+17.6% |
| Participant deferral / active EE | $909 | $2,301-60.5% | $3,108-70.8% | $3,470-73.8% |
| Admin fee / account holder | $151 | $4,223-96.4% | $5,060-97.0% | $4,888-96.9% |