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 | $4,769 | $82,286-94.2% | $68,791-93.1% | $134,475-96.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -0.57% | -2.19%+1.6pp | -6.38%+5.8pp | 417.96%-418.5pp |
| Employer contribution / active EE | $2,455 | $3,301-25.6% | $2,655-7.6% | $4,740-48.2% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12 | $6,481-99.8% | $4,932-99.8% | $11,426-99.9% |