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 7-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 | $7,604 | $61,774-87.7% | $97,226-92.2% | $80,856-90.6% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.7%+7.3pp | 67.6%+12.4pp |
| Annual return | 12.58% | -557.90%+570.5pp | 75.13%-62.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,184 | $1,837-35.5% | $2,729-56.6% | $2,755-57.0% |
| Participant deferral / active EE | $832 | $3,029-72.5% | $4,264-80.5% | $4,296-80.6% |
| Admin fee / account holder | $75 | $5,166-98.5% | $5,654-98.7% | $6,918-98.9% |