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 | $1,723 | $54,541-96.8% | $78,778-97.8% | $70,131-97.5% |
| Participation rate | 88.4% | 60.8%+27.6pp | 69.2%+19.2pp | 69.5%+18.9pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $852 | $1,089-21.7% | $1,986-57.1% | $2,342-63.6% |
| Participant deferral / active EE | $681 | $2,210-69.2% | $2,958-77.0% | $3,332-79.6% |
| Admin fee / account holder | $4 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |