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 | $19,681 | $73,004-73.0% | $90,749-78.3% | $68,494-71.3% |
| Participation rate | 88.6% | 70.8%+17.7pp | 75.7%+12.9pp | 67.9%+20.7pp |
| Annual return | -11.00% | -13.81%+2.8pp | -12.16%+1.2pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,212 | $3,627-66.6% | $4,564-73.4% | $4,027-69.9% |
| Admin fee / account holder | $206 | $5,896-96.5% | $8,445-97.6% | $5,403-96.2% |