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 | $16,766 | $77,813-78.5% | $123,544-86.4% | $64,186-73.9% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $636 | $3,014-78.9% | $4,628-86.3% | $2,381-73.3% |
| Participant deferral / active EE | $937 | $5,240-82.1% | $6,426-85.4% | $3,470-73.0% |
| Admin fee / account holder | $111 | $5,519-98.0% | $9,284-98.8% | $4,888-97.7% |