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 | $12,309 | $92,222-86.7% | $76,768-84.0% | $135,375-90.9% |
| Participation rate | 86.7% | 79.8%+6.9pp | 77.0%+9.7pp | 82.6%+4.0pp |
| Annual return | -0.03% | 5.46%-5.5pp | 2.43%-2.5pp | 519.73%-519.8pp |
| Employer contribution / active EE | $1,018 | $3,216-68.4% | $2,485-59.1% | $4,779-78.7% |
| Participant deferral / active EE | $565 | $4,509-87.5% | $3,852-85.3% | $5,609-89.9% |
| Admin fee / account holder | $14 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |