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 | $9,156 | $54,380-83.2% | $68,509-86.6% | $59,632-84.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -2.23% | 2.83%-5.1pp | 8.27%-10.5pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,194 | $1,539+42.6% | $2,278-3.7% | $2,203-0.4% |
| Participant deferral / active EE | $724 | $2,643-72.6% | $3,382-78.6% | $3,192-77.3% |
| Admin fee / account holder | $95 | $3,885-97.5% | $5,275-98.2% | $4,297-97.8% |