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 9-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 | $1,525 | $73,867-97.9% | $143,757-98.9% | $68,494-97.8% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -18.10% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $581 | $3,184-81.7% | $4,951-88.3% | $2,596-77.6% |
| Participant deferral / active EE | $88 | $3,384-97.4% | $5,637-98.4% | $4,027-97.8% |
| Admin fee / account holder | $9 | $5,755-99.9% | $14,673-99.9% | $5,403-99.8% |