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 6-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 | $1,742 | $78,422-97.8% | $95,952-98.2% | $79,858-97.8% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.1pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,144 | $1,945-41.2% | $2,541-55.0% | $2,471-53.7% |
| Participant deferral / active EE | $550 | $3,440-84.0% | $4,167-86.8% | $3,740-85.3% |
| Admin fee / account holder | $5 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |