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 | $1,403 | $50,637-97.2% | $86,590-98.4% | $62,292-97.7% |
| Participation rate | 79.8% | 67.9%+11.9pp | 73.5%+6.3pp | 69.5%+10.3pp |
| Annual return | 0.00% | 20.80%-20.8pp | 964.84%-964.8pp | 28.90%-28.9pp |
| Employer contribution / active EE | $456 | $2,075-78.0% | $2,839-83.9% | $2,042-77.7% |
| Participant deferral / active EE | $677 | $2,611-74.1% | $3,609-81.2% | $3,169-78.6% |
| Admin fee / account holder | $4 | $413-99.1% | $4,906-99.9% | $479-99.2% |