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 | $7,971 | $129,942-93.9% | $104,294-92.4% | $134,475-94.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.96% | 42.03%-61.0pp | 24.61%-43.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $725 | $4,184-82.7% | $3,372-78.5% | $4,740-84.7% |
| Participant deferral / active EE | $1,202 | $5,588-78.5% | $4,625-74.0% | $6,400-81.2% |
| Admin fee / account holder | $71 | $9,323-99.2% | $7,339-99.0% | $11,426-99.4% |