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 4-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 | $7,407 | $138,044-94.6% | $125,339-94.1% | $134,475-94.5% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -17.99% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,051 | $5,243-79.9% | $4,814-78.2% | $4,740-77.8% |
| Participant deferral / active EE | $1,165 | $7,799-85.1% | $7,446-84.4% | $6,400-81.8% |
| Admin fee / account holder | $196 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |