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 7-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 | $21,673 | $140,588-84.6% | $123,104-82.4% | $125,391-82.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $10,371 | $6,041+71.7% | $5,151+101.3% | $4,866+113.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |