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 | $12,104 | $167,307-92.8% | $143,757-91.6% | $134,475-91.0% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -18.18% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,585 | $5,619-71.8% | $4,951-68.0% | $4,740-66.6% |
| Participant deferral / active EE | $1,896 | $6,446-70.6% | $5,637-66.4% | $6,400-70.4% |
| Admin fee / account holder | $158 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |