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 | $6,248 | $93,024-93.3% | $77,024-91.9% | $134,475-95.4% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -18.26% | 62.60%-80.9pp | 42.32%-60.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $512 | $3,418-85.0% | $2,812-81.8% | $4,740-89.2% |
| Participant deferral / active EE | $913 | $5,238-82.6% | $4,426-79.4% | $6,400-85.7% |
| Admin fee / account holder | $64 | $6,944-99.1% | $5,425-98.8% | $11,426-99.4% |