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 | $3,914 | $103,376-96.2% | $87,100-95.5% | $152,861-97.4% |
| Participation rate | 90.5% | 79.3%+11.1pp | 76.9%+13.6pp | 82.4%+8.0pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,714 | $3,220-46.8% | $2,521-32.0% | $4,762-64.0% |
| Participant deferral / active EE | $933 | $4,778-80.5% | $4,049-76.9% | $5,850-84.0% |
| Admin fee / account holder | $33 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |