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 5-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 | $1,266 | $69,010-98.2% | $159,960-99.2% | $68,494-98.2% |
| Participation rate | 83.9% | 65.4%+18.5pp | 78.0%+6.0pp | 67.9%+16.0pp |
| Annual return | 3.82% | -9.65%+13.5pp | 408.60%-404.8pp | -7.84%+11.7pp |
| Employer contribution / active EE | $584 | $2,213-73.6% | $4,226-86.2% | $2,596-77.5% |
| Participant deferral / active EE | $944 | $4,212-77.6% | $6,182-84.7% | $4,027-76.6% |
| Admin fee / account holder | $253 | $4,798-94.7% | $8,698-97.1% | $5,403-95.3% |