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 | $3,315 | $85,202-96.1% | $172,739-98.1% | $72,985-95.5% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,385 | $3,324-58.3% | $5,143-73.1% | $2,440-43.2% |
| Participant deferral / active EE | $813 | $3,260-75.1% | $5,198-84.4% | $3,607-77.5% |
| Admin fee / account holder | $55 | $5,884-99.1% | $13,954-99.6% | $5,124-98.9% |