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 | $10,115 | $167,307-94.0% | $143,757-93.0% | $134,475-92.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.46% | 0.46%-2.9pp | -0.04%-2.4pp | 417.96%-420.4pp |
| Employer contribution / active EE | $1,623 | $5,619-71.1% | $4,951-67.2% | $4,740-65.8% |
| Participant deferral / active EE | $699 | $6,446-89.2% | $5,637-87.6% | $6,400-89.1% |
| Admin fee / account holder | $257 | $18,088-98.6% | $14,673-98.2% | $11,426-97.8% |