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 | $2,166 | $52,639-95.9% | $185,117-98.8% | $62,292-96.5% |
| Participation rate | 95.1% | 63.9%+31.2pp | 77.3%+17.8pp | 69.5%+25.6pp |
| Annual return | 0.00% | 19.57%-19.6pp | 40.50%-40.5pp | 28.90%-28.9pp |
| Employer contribution / active EE | $817 | $1,483-44.9% | $4,182-80.5% | $2,042-60.0% |
| Participant deferral / active EE | $1,021 | $3,097-67.0% | $5,045-79.8% | $3,169-67.8% |
| Admin fee / account holder | $15 | $374-95.9% | $8,159-99.8% | $479-96.8% |