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 | $10,999 | $52,903-79.2% | $73,307-85.0% | $59,632-81.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -1.89% | 12.20%-14.1pp | 5.67%-7.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $3,222 | $1,909+68.8% | $3,237-0.5% | $2,203+46.3% |
| Participant deferral / active EE | $1,286 | $4,069-68.4% | $4,991-74.2% | $3,192-59.7% |
| Admin fee / account holder | $66 | $3,834-98.3% | $5,637-98.8% | $4,297-98.5% |