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 8-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 | $2,109 | $76,000-97.2% | $154,107-98.6% | $64,186-96.7% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,773 | $3,351-47.1% | $5,298-66.5% | $2,381-25.5% |
| Participant deferral / active EE | $568 | $3,175-82.1% | $5,081-88.8% | $3,470-83.6% |
| Admin fee / account holder | $24 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |