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 | $4,467 | $71,057-93.7% | $93,654-95.2% | $80,874-94.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 19.62% | 11.26%+8.4pp | 133.34%-113.7pp | 35.62%-16.0pp |
| Employer contribution / active EE | $510 | $1,564-67.4% | $2,421-78.9% | $2,756-81.5% |
| Participant deferral / active EE | $783 | $4,034-80.6% | $4,413-82.3% | $4,297-81.8% |
| Admin fee / account holder | $99 | $6,944-98.6% | $8,282-98.8% | $6,935-98.6% |