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 | $3,834 | $209,411-98.2% | $178,490-97.9% | $158,922-97.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,332 | $5,706-76.7% | $5,011-73.4% | $4,761-72.0% |
| Participant deferral / active EE | $1,958 | $5,954-67.1% | $5,202-62.4% | $5,982-67.3% |
| Admin fee / account holder | $54 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |