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 | $8,379 | $71,480-88.3% | $90,782-90.8% | $64,186-86.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -1.63% | -4.25%+2.6pp | -3.42%+1.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $3,419 | $3,415+0.1% | $4,105-16.7% | $2,381+43.6% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $118 | $6,309-98.1% | $5,908-98.0% | $4,888-97.6% |