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 4-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 | $5,893 | $111,814-94.7% | $103,374-94.3% | $145,959-96.0% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.89%-24.9pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,106 | $4,214-73.8% | $3,869-71.4% | $4,661-76.3% |
| Participant deferral / active EE | $578 | $5,618-89.7% | $5,058-88.6% | $6,689-91.4% |
| Admin fee / account holder | $33 | $9,754-99.7% | $8,394-99.6% | $13,398-99.8% |