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 7-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 | $5,553 | $54,350-89.8% | $82,719-93.3% | $68,494-91.9% |
| Participation rate | 96.7% | 63.9%+32.7pp | 72.6%+24.1pp | 67.9%+28.8pp |
| Annual return | -15.40% | -13.67%-1.7pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $515 | $2,218-76.8% | $3,009-82.9% | $2,596-80.2% |
| Participant deferral / active EE | $667 | $3,246-79.5% | $4,395-84.8% | $4,027-83.4% |
| Admin fee / account holder | $148 | $4,395-96.6% | $5,329-97.2% | $5,403-97.3% |