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 3-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 | $4,827 | $148,534-96.8% | $135,903-96.4% | $139,434-96.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,209 | $5,243-57.9% | $4,856-54.5% | $4,751-53.5% |
| Participant deferral / active EE | $2,209 | $8,100-72.7% | $7,758-71.5% | $6,710-67.1% |
| Admin fee / account holder | $2 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |