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 | $6,595 | $71,883-90.8% | $86,677-92.4% | $68,494-90.4% |
| Participation rate | 87.9% | 72.2%+15.6pp | 76.6%+11.3pp | 67.9%+20.0pp |
| Annual return | -11.49% | 3.52%-15.0pp | 35.91%-47.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,084 | $2,173-50.1% | $2,836-61.8% | $2,596-58.2% |
| Participant deferral / active EE | $1,360 | $3,779-64.0% | $4,656-70.8% | $4,027-66.2% |
| Admin fee / account holder | $129 | $6,112-97.9% | $7,493-98.3% | $5,403-97.6% |