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 | $15,646 | $167,307-90.6% | $143,757-89.1% | $134,475-88.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -2.48% | 0.46%-2.9pp | -0.04%-2.4pp | 417.96%-420.4pp |
| Employer contribution / active EE | $3,096 | $5,619-44.9% | $4,951-37.5% | $4,740-34.7% |
| Participant deferral / active EE | $1,929 | $6,446-70.1% | $5,637-65.8% | $6,400-69.9% |
| Admin fee / account holder | $112 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |