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 | $11,858 | $167,307-92.9% | $143,757-91.8% | $134,475-91.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.39% | 0.46%-8.8pp | -0.04%-8.3pp | 417.96%-426.4pp |
| Employer contribution / active EE | $5,471 | $5,619-2.6% | $4,951+10.5% | $4,740+15.4% |
| Participant deferral / active EE | $910 | $6,446-85.9% | $5,637-83.9% | $6,400-85.8% |
| Admin fee / account holder | $86 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |