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 | $14,252 | $110,094-87.1% | $151,611-90.6% | $68,494-79.2% |
| Participation rate | 76.7% | 84.0%-7.2pp | 87.5%-10.8pp | 67.9%+8.9pp |
| Annual return | -7.09% | -10.12%+3.0pp | 3.33%-10.4pp | -7.84%+0.8pp |
| Employer contribution / active EE | $1,491 | $4,471-66.6% | $6,166-75.8% | $2,596-42.6% |
| Participant deferral / active EE | $2,146 | $6,527-67.1% | $8,363-74.3% | $4,027-46.7% |
| Admin fee / account holder | $176 | $7,719-97.7% | $11,616-98.5% | $5,403-96.7% |