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 10-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 | $8,579 | $94,529-90.9% | $140,016-93.9% | $64,186-86.6% |
| Participation rate | 95.5% | 84.1%+11.4pp | 87.5%+8.0pp | 69.6%+26.0pp |
| Annual return | 0.81% | 7.77%-7.0pp | 651.12%-650.3pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,301 | $3,812-65.9% | $5,606-76.8% | $2,381-45.4% |
| Participant deferral / active EE | $1,697 | $5,250-67.7% | $6,927-75.5% | $3,470-51.1% |
| Admin fee / account holder | $171 | $6,741-97.5% | $10,705-98.4% | $4,888-96.5% |