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 4-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 | $3,047 | $99,640-96.9% | $86,436-96.5% | $134,475-97.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,333 | $4,400-24.2% | $3,769-11.5% | $4,740-29.7% |
| Participant deferral / active EE | $1,473 | $7,246-79.7% | $6,952-78.8% | $6,400-77.0% |
| Admin fee / account holder | $22 | $8,371-99.7% | $6,731-99.7% | $11,426-99.8% |