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 | $17,571 | $77,813-77.4% | $123,544-85.8% | $64,186-72.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -6.29% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,692 | $3,014-43.9% | $4,628-63.4% | $2,381-28.9% |
| Participant deferral / active EE | $1,994 | $5,240-61.9% | $6,426-69.0% | $3,470-42.5% |
| Admin fee / account holder | $122 | $5,519-97.8% | $9,284-98.7% | $4,888-97.5% |