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 | $15,789 | $70,428-77.6% | $96,562-83.6% | $85,850-81.6% |
| Participation rate | 98.3% | 61.8%+36.5pp | 69.8%+28.5pp | 69.3%+29.0pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $30,172 | $1,413+2035.4% | $2,356+1180.4% | $2,565+1076.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |