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 | $7,080 | $167,307-95.8% | $143,757-95.1% | $134,475-94.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -4.52% | 0.46%-5.0pp | -0.04%-4.5pp | 417.96%-422.5pp |
| Employer contribution / active EE | $1,609 | $5,619-71.4% | $4,951-67.5% | $4,740-66.1% |
| Participant deferral / active EE | $715 | $6,446-88.9% | $5,637-87.3% | $6,400-88.8% |
| Admin fee / account holder | $91 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |