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 | $8,979 | $57,354-84.3% | $83,848-89.3% | $64,186-86.0% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | -7.45% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,780 | $2,545+9.2% | $3,631-23.4% | $2,381+16.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $141 | $4,046-96.5% | $5,478-97.4% | $4,888-97.1% |