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 6-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 | $7,027 | $87,013-91.9% | $106,213-93.4% | $80,856-91.3% |
| Participation rate | 89.6% | 70.4%+19.1pp | 75.3%+14.3pp | 67.6%+21.9pp |
| Annual return | 13.97% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $856 | $2,395-64.3% | $3,171-73.0% | $2,755-68.9% |
| Participant deferral / active EE | $1,444 | $3,986-63.8% | $5,016-71.2% | $4,296-66.4% |
| Admin fee / account holder | $7 | $8,431-99.9% | $11,033-99.9% | $6,918-99.9% |