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 | $1,444 | $114,047-98.7% | $96,139-98.5% | $167,490-99.1% |
| Participation rate | 81.8% | 75.1%+6.8pp | 68.4%+13.4pp | 82.1%-0.3pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $463 | $3,427-86.5% | $2,797-83.4% | $4,837-90.4% |
| Participant deferral / active EE | $829 | $5,194-84.0% | $4,349-80.9% | $6,341-86.9% |
| Admin fee / account holder | $1 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |