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 | $5,487 | $84,527-93.5% | $67,711-91.9% | $125,391-95.6% |
| Participation rate | 94.4% | 74.8%+19.7pp | 67.5%+26.9pp | 83.2%+11.3pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $4,769 | $3,292+44.9% | $2,559+86.3% | $4,866-2.0% |
| Participant deferral / active EE | $417 | $4,429-90.6% | $3,585-88.4% | $5,352-92.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |