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 | $3,761 | $64,324-94.2% | $118,925-96.8% | $79,858-95.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.88%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $820 | $1,836-55.4% | $3,263-74.9% | $2,471-66.8% |
| Participant deferral / active EE | $3 | $2,824-99.9% | $4,265-99.9% | $3,740-99.9% |
| Admin fee / account holder | $4 | $4,040-99.9% | $6,581-99.9% | $5,306-99.9% |