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 | $6,141 | $57,354-89.3% | $83,848-92.7% | $64,186-90.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 5.38% | 11.38%-6.0pp | 850.88%-845.5pp | 7.63%-2.3pp |
| Employer contribution / active EE | $751 | $2,545-70.5% | $3,631-79.3% | $2,381-68.4% |
| Participant deferral / active EE | $489 | $2,993-83.7% | $4,082-88.0% | $3,470-85.9% |
| Admin fee / account holder | $9 | $4,046-99.8% | $5,478-99.8% | $4,888-99.8% |