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 4-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 | $16,273 | $82,664-80.3% | $125,339-87.0% | $68,494-76.2% |
| Participation rate | 82.5% | 75.0%+7.5pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -17.51% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,560 | $3,381-53.9% | $4,814-67.6% | $2,596-39.9% |
| Participant deferral / active EE | $2,327 | $6,110-61.9% | $7,446-68.7% | $4,027-42.2% |
| Admin fee / account holder | $210 | $6,275-96.7% | $10,010-97.9% | $5,403-96.1% |