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 | $302 | $46,674-99.4% | $117,472-99.7% | $68,494-99.6% |
| Participation rate | 79.4% | 56.8%+22.6pp | 70.6%+8.8pp | 67.9%+11.5pp |
| Annual return | -19.07% | -14.52%-4.6pp | 29.74%-48.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $338 | $2,636-87.2% | $4,070-91.7% | $4,027-91.6% |
| Admin fee / account holder | $20 | $4,020-99.5% | $5,645-99.7% | $5,403-99.6% |