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 | $2,639 | $115,882-97.7% | $100,516-97.4% | $158,922-98.3% |
| Participation rate | 78.3% | 81.6%-3.3pp | 79.4%-1.1pp | 82.0%-3.7pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $610 | $4,103-85.1% | $3,418-82.1% | $4,761-87.2% |
| Participant deferral / active EE | $1,331 | $6,674-80.1% | $6,270-78.8% | $5,982-77.7% |
| Admin fee / account holder | $1 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |