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 5-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 | $1,260 | $91,552-98.6% | $133,956-99.1% | $79,858-98.4% |
| Participation rate | 97.7% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $737 | $2,384-69.1% | $3,919-81.2% | $2,471-70.2% |
| Participant deferral / active EE | $463 | $3,733-87.6% | $5,048-90.8% | $3,740-87.6% |
| Admin fee / account holder | $3 | $6,321-99.9% | $8,927-100.0% | $5,306-99.9% |