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 | $3,609 | $98,750-96.3% | $149,696-97.6% | $79,858-95.5% |
| Participation rate | 98.8% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,301 | $3,216-59.5% | $4,644-72.0% | $2,471-47.3% |
| Participant deferral / active EE | $868 | $5,680-84.7% | $6,842-87.3% | $3,740-76.8% |
| Admin fee / account holder | $84 | $6,053-98.6% | $9,309-99.1% | $5,306-98.4% |