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 | $4,941 | $59,805-91.7% | $79,550-93.8% | $68,494-92.8% |
| Participation rate | 83.5% | 61.1%+22.5pp | 69.5%+14.0pp | 67.9%+15.6pp |
| Annual return | -17.80% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,007 | $3,024-66.7% | $3,985-74.7% | $4,027-75.0% |
| Admin fee / account holder | $81 | $4,835-98.3% | $6,832-98.8% | $5,403-98.5% |