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 6-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 | $1,433 | $226,064-99.4% | $182,532-99.2% | $152,861-99.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $634 | $4,978-87.3% | $4,076-84.4% | $4,762-86.7% |
| Participant deferral / active EE | $1,012 | $6,368-84.1% | $5,524-81.7% | $5,850-82.7% |
| Admin fee / account holder | $2 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |