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 8-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 | $4,961 | $95,862-94.8% | $79,550-93.8% | $134,475-96.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -18.02% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $702 | $3,128-77.6% | $2,413-70.9% | $4,740-85.2% |
| Participant deferral / active EE | $561 | $4,693-88.0% | $3,985-85.9% | $6,400-91.2% |
| Admin fee / account holder | $37 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |