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 | $16,907 | $82,664-79.5% | $125,339-86.5% | $68,494-75.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.00% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,847 | $3,381+13.8% | $4,814-20.1% | $2,596+48.2% |
| Participant deferral / active EE | $1,898 | $6,110-68.9% | $7,446-74.5% | $4,027-52.9% |
| Admin fee / account holder | $54 | $6,275-99.1% | $10,010-99.5% | $5,403-99.0% |