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 | $1,210 | $110,261-98.9% | $95,745-98.7% | $139,434-99.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $499 | $3,257-84.7% | $2,835-82.4% | $4,751-89.5% |
| Participant deferral / active EE | $499 | $4,676-89.3% | $4,245-88.3% | $6,710-92.6% |
| Admin fee / account holder | $136 | $6,613-98.0% | $5,678-97.6% | $11,403-98.8% |