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 6-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 | $11,924 | $129,942-90.8% | $104,294-88.6% | $134,475-91.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.04% | 42.03%-55.1pp | 24.61%-37.7pp | 417.96%-431.0pp |
| Employer contribution / active EE | $5,669 | $4,184+35.5% | $3,372+68.1% | $4,740+19.6% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $100 | $9,323-98.9% | $7,339-98.6% | $11,426-99.1% |