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 | $17,286 | $138,065-87.5% | $123,544-86.0% | $135,375-87.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -2.11% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,296 | $5,151-55.4% | $4,628-50.4% | $4,779-52.0% |
| Participant deferral / active EE | $1,600 | $6,799-76.5% | $6,426-75.1% | $5,609-71.5% |
| Admin fee / account holder | $258 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |