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 | $4,494 | $93,024-95.2% | $77,024-94.2% | $134,475-96.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.54% | 62.60%-79.1pp | 42.32%-58.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,491 | $3,418-56.4% | $2,812-47.0% | $4,740-68.5% |
| Participant deferral / active EE | $865 | $5,238-83.5% | $4,426-80.5% | $6,400-86.5% |
| Admin fee / account holder | $17 | $6,944-99.8% | $5,425-99.7% | $11,426-99.8% |