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 | $12,827 | $140,588-90.9% | $123,104-89.6% | $125,391-89.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.94% | 16.80%-19.7pp | 13.22%-16.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $5,766 | $6,041-4.6% | $5,151+11.9% | $4,866+18.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $275 | $11,198-97.5% | $9,015-97.0% | $9,540-97.1% |