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 9-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 | $5,657 | $76,552-92.6% | $123,892-95.4% | $62,891-91.0% |
| Participation rate | 70.2% | 73.0%-2.7pp | 81.4%-11.2pp | 69.3%+0.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $634 | $2,883-78.0% | $4,617-86.3% | $2,281-72.2% |
| Participant deferral / active EE | $969 | $4,840-80.0% | $5,984-83.8% | $3,203-69.8% |
| Admin fee / account holder | $41 | $4,826-99.2% | $8,357-99.5% | $4,296-99.1% |