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 9-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 | $1,073 | $100,901-98.9% | $75,670-98.6% | $147,584-99.3% |
| Participation rate | 88.9% | 77.1%+11.8pp | 72.3%+16.5pp | 82.8%+6.1pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $279 | $3,253-91.4% | $2,352-88.1% | $4,876-94.3% |
| Participant deferral / active EE | $654 | $4,027-83.8% | $3,142-79.2% | $5,439-88.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |