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 10-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 | $2,584 | $144,119-98.2% | $117,854-97.8% | $147,584-98.2% |
| Participation rate | 95.5% | 83.4%+12.0pp | 79.7%+15.8pp | 82.8%+12.6pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,312 | $4,896-52.8% | $3,786-38.9% | $4,876-52.6% |
| Participant deferral / active EE | $853 | $5,316-84.0% | $4,482-81.0% | $5,439-84.3% |
| Admin fee / account holder | $64 | $10,886-99.4% | $8,020-99.2% | $10,885-99.4% |