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 9-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 | $6,355 | $93,024-93.2% | $77,024-91.7% | $134,475-95.3% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -3.39% | 62.60%-66.0pp | 42.32%-45.7pp | 417.96%-421.4pp |
| Employer contribution / active EE | $2,510 | $3,418-26.6% | $2,812-10.7% | $4,740-47.0% |
| Participant deferral / active EE | $736 | $5,238-85.9% | $4,426-83.4% | $6,400-88.5% |
| Admin fee / account holder | $217 | $6,944-96.9% | $5,425-96.0% | $11,426-98.1% |