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 | $9,440 | $142,344-93.4% | $119,609-92.1% | $134,475-93.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -20.01% | -12.44%-7.6pp | -14.97%-5.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,525 | $5,222-70.8% | $4,232-64.0% | $4,740-67.8% |
| Participant deferral / active EE | $1,899 | $6,469-70.6% | $5,602-66.1% | $6,400-70.3% |
| Admin fee / account holder | $192 | $13,584-98.6% | $10,323-98.1% | $11,426-98.3% |