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 | $8,644 | $190,805-95.5% | $159,960-94.6% | $134,475-93.6% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -5.11% | 552.23%-557.3pp | 408.60%-413.7pp | 417.96%-423.1pp |
| Employer contribution / active EE | $645 | $4,995-87.1% | $4,226-84.7% | $4,740-86.4% |
| Participant deferral / active EE | $1,178 | $6,923-83.0% | $6,182-80.9% | $6,400-81.6% |
| Admin fee / account holder | $151 | $10,471-98.6% | $8,698-98.3% | $11,426-98.7% |