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 | $2,573 | $62,586-95.9% | $76,768-96.6% | $64,186-96.0% |
| Participation rate | 77.5% | 72.8%+4.7pp | 77.0%+0.6pp | 69.6%+8.0pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,002 | $1,832-45.3% | $2,485-59.7% | $2,381-57.9% |
| Participant deferral / active EE | $1,368 | $3,145-56.5% | $3,852-64.5% | $3,470-60.6% |
| Admin fee / account holder | $153 | $4,667-96.7% | $6,675-97.7% | $4,888-96.9% |