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 10-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 | $13,522 | $56,484-76.1% | $169,463-92.0% | $64,186-78.9% |
| Participation rate | 97.4% | 64.5%+32.8pp | 77.8%+19.6pp | 69.6%+27.8pp |
| Annual return | -7.42% | -1.55%-5.9pp | 1.83%-9.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,611 | $1,832-12.1% | $4,159-61.3% | $2,381-32.3% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $131 | $4,174-96.9% | $9,109-98.6% | $4,888-97.3% |