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 | $1,426 | $48,046-97.0% | $84,611-98.3% | $72,985-98.0% |
| Participation rate | 96.6% | 57.6%+39.0pp | 68.2%+28.3pp | 69.5%+27.1pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $543 | $1,602-66.1% | $2,652-79.5% | $2,440-77.8% |
| Participant deferral / active EE | $759 | $2,680-71.7% | $3,899-80.5% | $3,607-79.0% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |