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 | $6,644 | $131,829-95.0% | $108,579-93.9% | $273,961-97.6% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.6%+16.1pp | 83.0%+12.6pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $5,257 | $4,912+7.0% | $3,758+39.9% | $4,869+8.0% |
| Participant deferral / active EE | $1,120 | $5,127-78.1% | $4,311-74.0% | $5,287-78.8% |
| Admin fee / account holder | $59 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |