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 7-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 | $1,685 | $106,890-98.4% | $84,015-98.0% | $152,861-98.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $419 | $2,734-84.7% | $1,983-78.9% | $4,762-91.2% |
| Participant deferral / active EE | $901 | $4,011-77.5% | $3,239-72.2% | $5,850-84.6% |
| Admin fee / account holder | $92 | $8,285-98.9% | $6,101-98.5% | $11,596-99.2% |