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 6-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 | $1,890 | $62,586-97.0% | $76,768-97.5% | $64,186-97.1% |
| Participation rate | 98.4% | 72.8%+25.5pp | 77.0%+21.4pp | 69.6%+28.8pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $697 | $1,832-61.9% | $2,485-71.9% | $2,381-70.7% |
| Participant deferral / active EE | $903 | $3,145-71.3% | $3,852-76.6% | $3,470-74.0% |
| Admin fee / account holder | $5 | $4,667-99.9% | $6,675-99.9% | $4,888-99.9% |