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 | $2,085 | $73,867-97.2% | $143,757-98.5% | $68,494-97.0% |
| Participation rate | 83.9% | 66.7%+17.2pp | 80.3%+3.6pp | 67.9%+16.0pp |
| Annual return | -4.68% | 1.01%-5.7pp | -0.04%-4.6pp | -7.84%+3.2pp |
| Employer contribution / active EE | $495 | $3,184-84.5% | $4,951-90.0% | $2,596-80.9% |
| Participant deferral / active EE | $675 | $3,384-80.1% | $5,637-88.0% | $4,027-83.2% |
| Admin fee / account holder | $110 | $5,755-98.1% | $14,673-99.3% | $5,403-98.0% |