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 | $7,136 | $127,100-94.4% | $105,738-93.3% | $135,375-94.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 76.3%+13.7pp | 82.6%+7.4pp |
| Annual return | -7.97% | 4.49%-12.5pp | 6.27%-14.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,346 | $4,107-67.2% | $3,268-58.8% | $4,779-71.8% |
| Participant deferral / active EE | $1,148 | $5,064-77.3% | $4,080-71.9% | $5,609-79.5% |
| Admin fee / account holder | $43 | $9,087-99.5% | $6,913-99.4% | $10,827-99.6% |