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 | $11,267 | $78,705-85.7% | $117,854-90.4% | $70,131-83.9% |
| Participation rate | 87.5% | 73.2%+14.3pp | 79.7%+7.8pp | 69.5%+18.0pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $865 | $2,223-61.1% | $3,786-77.2% | $2,342-63.1% |
| Participant deferral / active EE | $1,084 | $3,297-67.1% | $4,482-75.8% | $3,332-67.5% |
| Admin fee / account holder | $169 | $5,065-96.7% | $8,020-97.9% | $4,645-96.4% |