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 | $3,570 | $67,411-94.7% | $91,001-96.1% | $70,131-94.9% |
| Participation rate | 87.8% | 71.4%+16.4pp | 75.6%+12.2pp | 69.5%+18.3pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,451 | $1,786+37.2% | $2,456-0.2% | $2,342+4.6% |
| Participant deferral / active EE | $563 | $2,823-80.1% | $3,547-84.1% | $3,332-83.1% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |