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 5-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 | $867 | $102,616-99.2% | $81,983-98.9% | $158,922-99.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 61.04%-61.0pp | 41.31%-41.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $638 | $4,648-86.3% | $3,722-82.9% | $5,982-89.3% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |