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 6-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 | $8,604 | $133,958-93.6% | $112,228-92.3% | $134,475-93.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -15.20% | 47.11%-62.3pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,802 | $4,038-30.6% | $3,635-22.9% | $4,740-40.9% |
| Participant deferral / active EE | $300 | $5,291-94.3% | $4,728-93.7% | $6,400-95.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |