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 9-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 | $2,315 | $78,705-97.1% | $117,854-98.0% | $70,131-96.7% |
| Participation rate | 89.1% | 73.2%+15.9pp | 79.7%+9.5pp | 69.5%+19.6pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $827 | $2,223-62.8% | $3,786-78.2% | $2,342-64.7% |
| Participant deferral / active EE | $1,156 | $3,297-65.0% | $4,482-74.2% | $3,332-65.3% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |