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 | $4,731 | $71,883-93.4% | $86,677-94.5% | $68,494-93.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.00% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,214 | $2,173-44.1% | $2,836-57.2% | $2,596-53.3% |
| Participant deferral / active EE | $1,594 | $3,779-57.8% | $4,656-65.8% | $4,027-60.4% |
| Admin fee / account holder | $42 | $6,112-99.3% | $7,493-99.4% | $5,403-99.2% |