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 | $9,712 | $73,867-86.9% | $143,757-93.2% | $68,494-85.8% |
| Participation rate | 77.4% | 66.7%+10.8pp | 80.3%-2.9pp | 67.9%+9.5pp |
| Annual return | -15.85% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,457 | $3,184+40.0% | $4,951-10.0% | $2,596+71.7% |
| Participant deferral / active EE | $586 | $3,384-82.7% | $5,637-89.6% | $4,027-85.4% |
| Admin fee / account holder | $192 | $5,755-96.7% | $14,673-98.7% | $5,403-96.5% |