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 | $17,262 | $127,100-86.4% | $105,738-83.7% | $135,375-87.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.49% | 4.49%-10.0pp | 6.27%-11.8pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,888 | $4,107-5.3% | $3,268+19.0% | $4,779-18.6% |
| Participant deferral / active EE | $449 | $5,064-91.1% | $4,080-89.0% | $5,609-92.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |