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 | $3,970 | $69,010-94.2% | $159,960-97.5% | $68,494-94.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.80% | -9.65%-6.1pp | 408.60%-424.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $679 | $2,213-69.3% | $4,226-83.9% | $2,596-73.8% |
| Participant deferral / active EE | $1,017 | $4,212-75.9% | $6,182-83.6% | $4,027-74.8% |
| Admin fee / account holder | $133 | $4,798-97.2% | $8,698-98.5% | $5,403-97.5% |