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 6-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 | $7,433 | $167,484-95.6% | $151,611-95.1% | $134,475-94.5% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -18.62% | 7.80%-26.4pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,330 | $6,829-65.9% | $6,166-62.2% | $4,740-50.8% |
| Participant deferral / active EE | $2,404 | $8,986-73.2% | $8,363-71.3% | $6,400-62.4% |
| Admin fee / account holder | $34 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |