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 9-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 | $2,684 | $144,119-98.1% | $117,854-97.7% | $147,584-98.2% |
| Participation rate | 86.4% | 83.4%+2.9pp | 79.7%+6.7pp | 82.8%+3.5pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $902 | $4,896-81.6% | $3,786-76.2% | $4,876-81.5% |
| Participant deferral / active EE | $1,395 | $5,316-73.8% | $4,482-68.9% | $5,439-74.3% |
| Admin fee / account holder | $129 | $10,886-98.8% | $8,020-98.4% | $10,885-98.8% |