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 | $18,692 | $127,100-85.3% | $105,738-82.3% | $135,375-86.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.81% | 4.49%-12.3pp | 6.27%-14.1pp | 519.73%-527.5pp |
| Employer contribution / active EE | $7,329 | $4,107+78.5% | $3,268+124.3% | $4,779+53.4% |
| Participant deferral / active EE | $711 | $5,064-86.0% | $4,080-82.6% | $5,609-87.3% |
| Admin fee / account holder | $14 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |