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 6-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 | $2,659 | $115,882-97.7% | $100,516-97.4% | $158,922-98.3% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $453 | $4,103-89.0% | $3,418-86.7% | $4,761-90.5% |
| Participant deferral / active EE | $925 | $6,674-86.1% | $6,270-85.3% | $5,982-84.5% |
| Admin fee / account holder | $92 | $10,995-99.2% | $8,081-98.9% | $11,246-99.2% |