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 7-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 | $2,502 | $72,492-96.5% | $87,100-97.1% | $72,985-96.6% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $891 | $1,894-53.0% | $2,521-64.7% | $2,440-63.5% |
| Participant deferral / active EE | $1,306 | $3,270-60.1% | $4,049-67.8% | $3,607-63.8% |
| Admin fee / account holder | $5 | $5,055-99.9% | $7,497-99.9% | $5,124-99.9% |