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 9-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 | $1,432 | $52,580-97.3% | $71,671-98.0% | $70,131-98.0% |
| Participation rate | 72.0% | 60.9%+11.1pp | 68.7%+3.3pp | 69.5%+2.5pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $599 | $1,616-62.9% | $2,460-75.6% | $2,342-74.4% |
| Participant deferral / active EE | $736 | $2,386-69.2% | $3,438-78.6% | $3,332-77.9% |
| Admin fee / account holder | $5 | $3,653-99.9% | $5,558-99.9% | $4,645-99.9% |