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 7-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 | $1,824 | $65,365-97.2% | $92,893-98.0% | $72,985-97.5% |
| Participation rate | 85.4% | 68.3%+17.1pp | 76.0%+9.4pp | 69.5%+15.9pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,436 | $2,594-44.7% | $3,653-60.7% | $2,440-41.2% |
| Participant deferral / active EE | $170 | $3,128-94.6% | $4,236-96.0% | $3,607-95.3% |
| Admin fee / account holder | $42 | $4,251-99.0% | $5,794-99.3% | $5,124-99.2% |