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 10-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 | $14,160 | $113,935-87.6% | $94,224-85.0% | $125,391-88.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.34% | 5.29%-7.6pp | 10.68%-13.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,271 | $4,727-73.1% | $3,587-64.6% | $4,866-73.9% |
| Participant deferral / active EE | $930 | $5,179-82.0% | $4,320-78.5% | $5,352-82.6% |
| Admin fee / account holder | $43 | $8,391-99.5% | $6,269-99.3% | $9,540-99.5% |