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 | $3,290 | $133,958-97.5% | $112,228-97.1% | $134,475-97.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.50% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $978 | $4,038-75.8% | $3,635-73.1% | $4,740-79.4% |
| Participant deferral / active EE | $1,131 | $5,291-78.6% | $4,728-76.1% | $6,400-82.3% |
| Admin fee / account holder | $14 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |