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 6-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 | $10,379 | $167,484-93.8% | $151,611-93.2% | $134,475-92.3% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.5%-3.3pp | 81.2%+3.0pp |
| Annual return | -13.29% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,765 | $6,829-74.2% | $6,166-71.4% | $4,740-62.8% |
| Participant deferral / active EE | $2,829 | $8,986-68.5% | $8,363-66.2% | $6,400-55.8% |
| Admin fee / account holder | $159 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |