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 10-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 | $15,778 | $142,344-88.9% | $119,609-86.8% | $134,475-88.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | -12.44%-3.2pp | -14.97%-0.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $6,163 | $5,222+18.0% | $4,232+45.6% | $4,740+30.0% |
| Participant deferral / active EE | $1,864 | $6,469-71.2% | $5,602-66.7% | $6,400-70.9% |
| Admin fee / account holder | $85 | $13,584-99.4% | $10,323-99.2% | $11,426-99.3% |