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 | $10,294 | $167,484-93.9% | $151,611-93.2% | $134,475-92.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.27% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,503 | $6,829-63.3% | $6,166-59.4% | $4,740-47.2% |
| Participant deferral / active EE | $1,381 | $8,986-84.6% | $8,363-83.5% | $6,400-78.4% |
| Admin fee / account holder | $64 | $13,783-99.5% | $11,616-99.5% | $11,426-99.4% |