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 7-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 | $7,353 | $105,860-93.1% | $90,749-91.9% | $134,475-94.5% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -18.76% | -11.01%-7.8pp | -12.16%-6.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $857 | $3,462-75.2% | $2,921-70.7% | $4,740-81.9% |
| Participant deferral / active EE | $1,382 | $5,216-73.5% | $4,564-69.7% | $6,400-78.4% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |