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 | $2,239 | $211,958-98.9% | $169,463-98.7% | $135,375-98.3% |
| Participation rate | 73.3% | 82.6%-9.3pp | 77.8%-4.4pp | 82.6%-9.3pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $807 | $5,120-84.2% | $4,159-80.6% | $4,779-83.1% |
| Participant deferral / active EE | $986 | $6,075-83.8% | $5,277-81.3% | $5,609-82.4% |
| Admin fee / account holder | $38 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |