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 | $5,931 | $59,805-90.1% | $79,550-92.5% | $68,494-91.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.08% | -12.30%-3.8pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,033 | $1,505-31.4% | $2,413-57.2% | $2,596-60.2% |
| Participant deferral / active EE | $583 | $3,024-80.7% | $3,985-85.4% | $4,027-85.5% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |