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 5-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 | $2,823 | $190,805-98.5% | $159,960-98.2% | $134,475-97.9% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -20.06% | 552.23%-572.3pp | 408.60%-428.7pp | 417.96%-438.0pp |
| Employer contribution / active EE | $783 | $4,995-84.3% | $4,226-81.5% | $4,740-83.5% |
| Participant deferral / active EE | $934 | $6,923-86.5% | $6,182-84.9% | $6,400-85.4% |
| Admin fee / account holder | $134 | $10,471-98.7% | $8,698-98.5% | $11,426-98.8% |