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 | $18,314 | $77,813-76.5% | $123,544-85.2% | $64,186-71.5% |
| Participation rate | 80.6% | 74.7%+5.8pp | 82.3%-1.7pp | 69.6%+11.0pp |
| Annual return | -6.98% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,159 | $5,240-58.8% | $6,426-66.4% | $3,470-37.8% |
| Admin fee / account holder | $284 | $5,519-94.8% | $9,284-96.9% | $4,888-94.2% |