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 | $4,092 | $95,862-95.7% | $79,550-94.9% | $134,475-97.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -15.96% | -2.69%-13.3pp | 0.16%-16.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $561 | $3,128-82.1% | $2,413-76.7% | $4,740-88.2% |
| Participant deferral / active EE | $866 | $4,693-81.5% | $3,985-78.3% | $6,400-86.5% |
| Admin fee / account holder | $49 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |