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 6-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 | $5,728 | $45,863-87.5% | $77,024-92.6% | $68,494-91.6% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | -16.17% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,267 | $1,650-23.2% | $2,812-54.9% | $2,596-51.2% |
| Participant deferral / active EE | $482 | $2,962-83.7% | $4,426-89.1% | $4,027-88.0% |
| Admin fee / account holder | $78 | $3,041-97.4% | $5,425-98.6% | $5,403-98.6% |