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 7-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 | $3,725 | $64,707-94.2% | $112,228-96.7% | $68,494-94.6% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -15.78% | -11.40%-4.4pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $774 | $2,746-71.8% | $3,635-78.7% | $2,596-70.2% |
| Participant deferral / active EE | $1,275 | $3,565-64.2% | $4,728-73.0% | $4,027-68.3% |
| Admin fee / account holder | $63 | $5,232-98.8% | $6,410-99.0% | $5,403-98.8% |