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 7-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 | $2,653 | $104,907-97.5% | $84,611-96.9% | $152,861-98.3% |
| Participation rate | 81.8% | 74.8%+7.0pp | 68.2%+13.6pp | 82.4%-0.6pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $502 | $3,302-84.8% | $2,652-81.1% | $4,762-89.5% |
| Participant deferral / active EE | $804 | $4,688-82.9% | $3,899-79.4% | $5,850-86.3% |
| Admin fee / account holder | $15 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |