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 10-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 | $11,318 | $133,958-91.6% | $112,228-89.9% | $134,475-91.6% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -20.19% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,137 | $4,038-71.8% | $3,635-68.7% | $4,740-76.0% |
| Participant deferral / active EE | $1,152 | $5,291-78.2% | $4,728-75.6% | $6,400-82.0% |
| Admin fee / account holder | $19 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |