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 9-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 | $872 | $84,233-99.0% | $170,442-99.5% | $70,131-98.8% |
| Participation rate | 98.4% | 70.8%+27.5pp | 83.6%+14.8pp | 69.5%+28.8pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $383 | $3,387-88.7% | $5,433-92.9% | $2,342-83.6% |
| Participant deferral / active EE | $462 | $3,086-85.0% | $4,939-90.6% | $3,332-86.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |