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 | $4,395 | $82,664-94.7% | $125,339-96.5% | $68,494-93.6% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -16.06% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,092 | $3,381-67.7% | $4,814-77.3% | $2,596-57.9% |
| Participant deferral / active EE | $1,574 | $6,110-74.2% | $7,446-78.9% | $4,027-60.9% |
| Admin fee / account holder | $143 | $6,275-97.7% | $10,010-98.6% | $5,403-97.4% |