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 4-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 | $7,424 | $56,357-86.8% | $104,294-92.9% | $68,494-89.2% |
| Participation rate | 78.5% | 63.3%+15.2pp | 73.3%+5.2pp | 67.9%+10.6pp |
| Annual return | -0.94% | -9.19%+8.3pp | 24.61%-25.5pp | -7.84%+6.9pp |
| Employer contribution / active EE | $2,997 | $1,960+52.9% | $3,372-11.1% | $2,596+15.4% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |