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 5-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 | $5,330 | $100,754-94.7% | $86,677-93.9% | $134,475-96.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.00% | 29.04%-40.0pp | 35.91%-46.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,369 | $3,489-32.1% | $2,836-16.5% | $4,740-50.0% |
| Participant deferral / active EE | $1,115 | $5,338-79.1% | $4,656-76.1% | $6,400-82.6% |
| Admin fee / account holder | $14 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |