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 5-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 | $18,555 | $81,900-77.3% | $119,609-84.5% | $68,494-72.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -5.94% | -23.82%+17.9pp | -14.97%+9.0pp | -7.84%+1.9pp |
| Employer contribution / active EE | $8,168 | $2,693+203.3% | $4,232+93.0% | $2,596+214.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |