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 10-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 | $1,156 | $64,307-98.2% | $57,343-98.0% | $125,391-99.1% |
| Participation rate | 81.0% | 78.6%+2.3pp | 75.1%+5.9pp | 83.2%-2.2pp |
| Annual return | 0.00% | 25.12%-25.1pp | 24.39%-24.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $530 | $3,193-83.4% | $2,689-80.3% | $4,866-89.1% |
| Participant deferral / active EE | $630 | $3,848-83.6% | $3,162-80.1% | $5,352-88.2% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |