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 3-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 | $1,502 | $42,894-96.5% | $60,874-97.5% | $68,494-97.8% |
| Participation rate | 82.4% | 66.8%+15.6pp | 73.1%+9.2pp | 67.9%+14.5pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $623 | $1,978-68.5% | $2,701-76.9% | $2,596-76.0% |
| Participant deferral / active EE | $682 | $2,867-76.2% | $3,817-82.1% | $4,027-83.1% |
| Admin fee / account holder | $26 | $3,101-99.2% | $3,224-99.2% | $5,403-99.5% |