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 | $4,913 | $87,540-94.4% | $75,781-93.5% | $125,391-96.1% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | -3.69% | 13.48%-17.2pp | 9.68%-13.4pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,116 | $3,930-71.6% | $3,323-66.4% | $4,866-77.1% |
| Participant deferral / active EE | $78 | $4,229-98.2% | $3,651-97.9% | $5,352-98.5% |
| Admin fee / account holder | $31 | $6,502-99.5% | $5,299-99.4% | $9,540-99.7% |