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 | $1,362 | $95,561-98.6% | $77,163-98.2% | $139,434-99.0% |
| Participation rate | 71.4% | 73.9%-2.5pp | 69.6%+1.9pp | 80.3%-8.9pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $422 | $3,147-86.6% | $2,535-83.4% | $4,751-91.1% |
| Participant deferral / active EE | $633 | $4,624-86.3% | $3,833-83.5% | $6,710-90.6% |
| Admin fee / account holder | $231 | $8,295-97.2% | $5,472-95.8% | $11,403-98.0% |