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 9-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 | $15,116 | $82,664-81.7% | $125,339-87.9% | $68,494-77.9% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,049 | $3,381-69.0% | $4,814-78.2% | $2,596-59.6% |
| Participant deferral / active EE | $1,515 | $6,110-75.2% | $7,446-79.7% | $4,027-62.4% |
| Admin fee / account holder | $193 | $6,275-96.9% | $10,010-98.1% | $5,403-96.4% |