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 | $4,348 | $105,126-95.9% | $94,646-95.4% | $139,434-96.9% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,619 | $4,106-60.6% | $3,672-55.9% | $4,751-65.9% |
| Participant deferral / active EE | $1,531 | $7,599-79.8% | $7,418-79.4% | $6,710-77.2% |
| Admin fee / account holder | $2 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |