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 8-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 | $4,580 | $82,286-94.4% | $68,791-93.3% | $134,475-96.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -10.38% | -2.19%-8.2pp | -6.38%-4.0pp | 417.96%-428.3pp |
| Employer contribution / active EE | $794 | $3,301-75.9% | $2,655-70.1% | $4,740-83.2% |
| Participant deferral / active EE | $823 | $4,739-82.6% | $3,941-79.1% | $6,400-87.1% |
| Admin fee / account holder | $121 | $6,481-98.1% | $4,932-97.5% | $11,426-98.9% |