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 | $1,661 | $42,383-96.1% | $76,523-97.8% | $64,186-97.4% |
| Participation rate | 98.5% | 58.1%+40.4pp | 68.0%+30.5pp | 69.6%+28.9pp |
| Annual return | -0.70% | -16.54%+15.8pp | -0.27%-0.4pp | 7.63%-8.3pp |
| Employer contribution / active EE | $684 | $1,563-56.2% | $2,647-74.2% | $2,381-71.3% |
| Participant deferral / active EE | $517 | $2,566-79.8% | $3,835-86.5% | $3,470-85.1% |
| Admin fee / account holder | $34 | $3,198-98.9% | $4,848-99.3% | $4,888-99.3% |