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 | $3,667 | $82,286-95.5% | $68,791-94.7% | $134,475-97.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -19.78% | -2.19%-17.6pp | -6.38%-13.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $611 | $3,301-81.5% | $2,655-77.0% | $4,740-87.1% |
| Participant deferral / active EE | $959 | $4,739-79.8% | $3,941-75.7% | $6,400-85.0% |
| Admin fee / account holder | $133 | $6,481-97.9% | $4,932-97.3% | $11,426-98.8% |