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 | $6,221 | $81,840-92.4% | $63,412-90.2% | $125,391-95.0% |
| Participation rate | 81.8% | 73.0%+8.8pp | 67.1%+14.7pp | 83.2%-1.4pp |
| Annual return | 0.12% | -0.10%+0.2pp | 4.04%-3.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,736 | $2,377-27.0% | $1,814-4.3% | $4,866-64.3% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $105 | $4,951-97.9% | $3,753-97.2% | $9,540-98.9% |