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 | $778 | $105,931-99.3% | $81,930-99.1% | $158,922-99.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $223 | $7,800-97.1% | $4,310-94.8% | $4,761-95.3% |
| Participant deferral / active EE | $315 | $13,003-97.6% | $7,107-95.6% | $5,982-94.7% |
| Admin fee / account holder | $1 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |