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 8-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 | $7,496 | $92,222-91.9% | $76,768-90.2% | $135,375-94.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $654 | $3,216-79.7% | $2,485-73.7% | $4,779-86.3% |
| Participant deferral / active EE | $792 | $4,509-82.4% | $3,852-79.4% | $5,609-85.9% |
| Admin fee / account holder | $68 | $10,748-99.4% | $6,675-99.0% | $10,827-99.4% |