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 3-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 | $2,360 | $77,899-97.0% | $149,673-98.4% | $75,163-96.9% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,731 | $3,137-44.8% | $4,818-64.1% | $2,670-35.2% |
| Participant deferral / active EE | $268 | $3,411-92.2% | $5,680-95.3% | $4,125-93.5% |
| Admin fee / account holder | $6 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |