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 | $2,447 | $57,354-95.7% | $83,848-97.1% | $64,186-96.2% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.2pp | 69.6%+15.8pp |
| Annual return | -7.23% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,032 | $2,993-65.5% | $4,082-74.7% | $3,470-70.2% |
| Admin fee / account holder | $69 | $4,046-98.3% | $5,478-98.7% | $4,888-98.6% |