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 5-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 | $6,281 | $73,004-91.4% | $90,749-93.1% | $68,494-90.8% |
| Participation rate | 97.3% | 70.8%+26.5pp | 75.7%+21.6pp | 67.9%+29.4pp |
| Annual return | -6.69% | -13.81%+7.1pp | -12.16%+5.5pp | -7.84%+1.2pp |
| Employer contribution / active EE | $4,245 | $2,193+93.6% | $2,921+45.3% | $2,596+63.5% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |