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 | $15,335 | $72,177-78.8% | $115,037-86.7% | $59,632-74.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.29% | 12.02%-10.7pp | 26.14%-24.8pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $8,875 | $2,841+212.4% | $4,608+92.6% | $2,203+302.9% |
| Participant deferral / active EE | $1,769 | $4,783-63.0% | $6,026-70.6% | $3,192-44.6% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |