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 | $1,292 | $57,354-97.7% | $83,848-98.5% | $64,186-98.0% |
| Participation rate | 97.7% | 68.6%+29.1pp | 76.1%+21.6pp | 69.6%+28.2pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $859 | $2,545-66.3% | $3,631-76.4% | $2,381-63.9% |
| Participant deferral / active EE | $915 | $2,993-69.4% | $4,082-77.6% | $3,470-73.6% |
| Admin fee / account holder | $55 | $4,046-98.6% | $5,478-99.0% | $4,888-98.9% |