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 6-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 | $7,920 | $59,805-86.8% | $79,550-90.0% | $68,494-88.4% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.5%+22.8pp | 67.9%+24.4pp |
| Annual return | -10.82% | -12.30%+1.5pp | 0.16%-11.0pp | -7.84%-3.0pp |
| Employer contribution / active EE | $4,708 | $1,505+212.9% | $2,413+95.1% | $2,596+81.3% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $55 | $4,835-98.9% | $6,832-99.2% | $5,403-99.0% |