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.
Employer 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 | $43,035 | $531,693-91.9% | $94,285-54.4% | $531,693-91.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 93.1%+6.9pp | 85.7%+14.3pp |
| Annual return | -16.89% | -13.27%-3.6pp | -24.54%+7.7pp | -13.27%-3.6pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | $4,545-100.0% | $26,843-100.0% |
| Participant deferral / active EE | $10,288 | $7,797+31.9% | $5,340+92.6% | $7,797+31.9% |
| Admin fee / account holder | $0 | $75,116-100.0% | $1,383-100.0% | $75,116-100.0% |