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 | $4,249 | $167,307-97.5% | $143,757-97.0% | $134,475-96.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.78% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,135 | $5,619-44.2% | $4,951-36.7% | $4,740-33.9% |
| Participant deferral / active EE | $1,718 | $6,446-73.4% | $5,637-69.5% | $6,400-73.2% |
| Admin fee / account holder | $242 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |