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 | $2,598 | $69,518-96.3% | $59,878-95.7% | $135,375-98.1% |
| Participation rate | 70.6% | 77.8%-7.2pp | 74.7%-4.1pp | 82.6%-12.1pp |
| Annual return | -6.40% | 7.94%-14.3pp | 3.46%-9.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $752 | $3,235-76.8% | $2,722-72.4% | $4,779-84.3% |
| Participant deferral / active EE | $283 | $4,206-93.3% | $3,402-91.7% | $5,609-95.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |