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 | $2,992 | $98,750-97.0% | $149,696-98.0% | $79,858-96.3% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.6%+14.7pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,058 | $3,216-67.1% | $4,644-77.2% | $2,471-57.2% |
| Participant deferral / active EE | $2,157 | $5,680-62.0% | $6,842-68.5% | $3,740-42.3% |
| Admin fee / account holder | $40 | $6,053-99.3% | $9,309-99.6% | $5,306-99.2% |