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 | $977 | $50,958-98.1% | $74,550-98.7% | $64,186-98.5% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.1%+2.7pp | 69.6%+2.3pp |
| Annual return | -2.06% | -1.86%-0.2pp | 32.53%-34.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $102 | $2,301-95.6% | $3,108-96.7% | $3,470-97.1% |
| Admin fee / account holder | $8 | $4,223-99.8% | $5,060-99.8% | $4,888-99.8% |