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 | $3,207 | $65,041-95.1% | $90,951-96.5% | $79,858-96.0% |
| Participation rate | 86.7% | 61.6%+25.1pp | 69.0%+17.7pp | 69.6%+17.0pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $429 | $1,247-65.6% | $2,122-79.8% | $2,471-82.6% |
| Participant deferral / active EE | $928 | $2,512-63.1% | $3,373-72.5% | $3,740-75.2% |
| Admin fee / account holder | $10 | $4,536-99.8% | $5,959-99.8% | $5,306-99.8% |