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 | $15,391 | $138,065-88.9% | $123,544-87.5% | $135,375-88.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 0.23% | 153.68%-153.5pp | 119.20%-119.0pp | 519.73%-519.5pp |
| Employer contribution / active EE | $1,222 | $5,151-76.3% | $4,628-73.6% | $4,779-74.4% |
| Participant deferral / active EE | $1,654 | $6,799-75.7% | $6,426-74.3% | $5,609-70.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |