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 | $1,785 | $105,181-98.3% | $159,436-98.9% | $85,850-97.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $753 | $3,318-77.3% | $4,829-84.4% | $2,565-70.7% |
| Participant deferral / active EE | $1,002 | $5,945-83.1% | $7,352-86.4% | $3,952-74.6% |
| Admin fee / account holder | $126 | $6,933-98.2% | $10,799-98.8% | $6,260-98.0% |