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 9-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 | $13,352 | $158,817-91.6% | $121,196-89.0% | $135,375-90.1% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.7%-1.7pp | 82.6%-12.6pp |
| Annual return | 0.04% | -0.64%+0.7pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,168 | $5,665-8.8% | $4,022+28.5% | $4,779+8.1% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |