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 | $9,185 | $171,865-94.7% | $149,718-93.9% | $147,584-93.8% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,784 | $6,275-71.6% | $5,445-67.2% | $4,876-63.4% |
| Participant deferral / active EE | $2,470 | $7,271-66.0% | $6,569-62.4% | $5,439-54.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |