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 9-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 | $6,665 | $80,753-91.7% | $136,294-95.1% | $62,292-89.3% |
| Participation rate | 78.0% | 73.5%+4.4pp | 81.9%-4.0pp | 69.5%+8.5pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5155.94%-5155.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,418 | $5,164-72.5% | $6,247-77.3% | $3,169-55.2% |
| Admin fee / account holder | $2 | $525-99.5% | $9,243-100.0% | $479-99.5% |