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 | $1,373 | $73,515-98.1% | $62,995-97.8% | $147,584-99.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $553 | $3,320-83.4% | $2,759-80.0% | $4,876-88.7% |
| Participant deferral / active EE | $655 | $4,185-84.4% | $3,329-80.3% | $5,439-88.0% |
| Admin fee / account holder | $5 | $5,953-99.9% | $3,600-99.9% | $10,885-100.0% |