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 | $2,958 | $53,162-94.4% | $91,220-96.8% | $68,494-95.7% |
| Participation rate | 91.4% | 63.2%+28.2pp | 73.2%+18.2pp | 67.9%+23.5pp |
| Annual return | -16.50% | -3.14%-13.4pp | 114.01%-130.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $544 | $1,709-68.2% | $2,850-80.9% | $2,596-79.1% |
| Participant deferral / active EE | $870 | $2,974-70.7% | $4,234-79.4% | $4,027-78.4% |
| Admin fee / account holder | $265 | $4,493-94.1% | $5,420-95.1% | $5,403-95.1% |