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 | $28,539 | $94,529-69.8% | $140,016-79.6% | $64,186-55.5% |
| Participation rate | 96.8% | 84.1%+12.7pp | 87.5%+9.3pp | 69.6%+27.2pp |
| Annual return | -4.93% | 7.77%-12.7pp | 651.12%-656.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,135 | $5,250-59.3% | $6,927-69.2% | $3,470-38.5% |
| Admin fee / account holder | $27 | $6,741-99.6% | $10,705-99.8% | $4,888-99.5% |