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 | $10,899 | $81,900-86.7% | $119,609-90.9% | $68,494-84.1% |
| Participation rate | 82.3% | 71.9%+10.4pp | 79.3%+3.0pp | 67.9%+14.4pp |
| Annual return | -17.99% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $824 | $2,693-69.4% | $4,232-80.5% | $2,596-68.2% |
| Participant deferral / active EE | $1,773 | $4,148-57.2% | $5,602-68.3% | $4,027-56.0% |
| Admin fee / account holder | $199 | $6,582-97.0% | $10,323-98.1% | $5,403-96.3% |