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 | $4,841 | $135,952-96.4% | $123,892-96.1% | $273,961-98.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,372 | $5,170-15.4% | $4,617-5.3% | $4,869-10.2% |
| Participant deferral / active EE | $311 | $6,343-95.1% | $5,984-94.8% | $5,287-94.1% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |