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 5-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 | $3,386 | $81,208-95.8% | $98,907-96.6% | $79,858-95.8% |
| Participation rate | 81.5% | 72.5%+9.0pp | 76.0%+5.5pp | 69.6%+11.8pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,239 | $1,960-36.8% | $2,689-53.9% | $2,471-49.9% |
| Participant deferral / active EE | $1,292 | $3,265-60.4% | $4,244-69.6% | $3,740-65.5% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |