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 | $2,755 | $155,788-98.2% | $124,672-97.8% | $167,490-98.4% |
| Participation rate | 78.6% | 81.1%-2.5pp | 74.6%+4.0pp | 82.1%-3.5pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $995 | $4,163-76.1% | $3,324-70.1% | $4,837-79.4% |
| Participant deferral / active EE | $1,320 | $5,673-76.7% | $4,614-71.4% | $6,341-79.2% |
| Admin fee / account holder | $13 | $9,531-99.9% | $7,493-99.8% | $12,309-99.9% |