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 | $2,440 | $54,726-95.5% | $68,793-96.5% | $64,186-96.2% |
| Participation rate | 77.3% | 68.0%+9.2pp | 72.2%+5.0pp | 69.6%+7.7pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,624 | $1,846+42.2% | $2,6250% | $2,381+10.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |