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 4-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 | $11,304 | $82,664-86.3% | $125,339-91.0% | $68,494-83.5% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | 47.18% | -5.97%+53.2pp | 572.05%-524.9pp | -7.84%+55.0pp |
| Employer contribution / active EE | $3,322 | $3,381-1.7% | $4,814-31.0% | $2,596+27.9% |
| Participant deferral / active EE | $583 | $6,110-90.5% | $7,446-92.2% | $4,027-85.5% |
| Admin fee / account holder | $85 | $6,275-98.6% | $10,010-99.1% | $5,403-98.4% |