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 | $20,167 | $67,411-70.1% | $91,001-77.8% | $70,131-71.2% |
| Participation rate | 97.5% | 71.4%+26.1pp | 75.6%+21.9pp | 69.5%+28.0pp |
| Annual return | 16.02% | -40.16%+56.2pp | 4.60%+11.4pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,059 | $1,786-40.7% | $2,456-56.9% | $2,342-54.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $128 | $4,236-97.0% | $5,417-97.6% | $4,645-97.3% |