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 | $1,481 | $124,185-98.8% | $108,410-98.6% | $167,490-99.1% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $512 | $4,187-87.8% | $3,558-85.6% | $4,837-89.4% |
| Participant deferral / active EE | $757 | $6,908-89.0% | $6,563-88.5% | $6,341-88.1% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |