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 9-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 | $1,854 | $69,518-97.3% | $59,878-96.9% | $135,375-98.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.73% | 7.94%-12.7pp | 3.46%-8.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $419 | $3,235-87.0% | $2,722-84.6% | $4,779-91.2% |
| Participant deferral / active EE | $341 | $4,206-91.9% | $3,402-90.0% | $5,609-93.9% |
| Admin fee / account holder | $261 | $5,734-95.5% | $3,590-92.7% | $10,827-97.6% |