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 | $7,214 | $138,065-94.8% | $123,544-94.2% | $135,375-94.7% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -8.79% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,151 | $5,151-77.7% | $4,628-75.1% | $4,779-75.9% |
| Participant deferral / active EE | $2,001 | $6,799-70.6% | $6,426-68.9% | $5,609-64.3% |
| Admin fee / account holder | $224 | $10,916-97.9% | $9,284-97.6% | $10,827-97.9% |