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 5-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 | $3,620 | $112,096-96.8% | $95,952-96.2% | $158,922-97.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $819 | $3,198-74.4% | $2,541-67.8% | $4,761-82.8% |
| Participant deferral / active EE | $1,277 | $4,784-73.3% | $4,167-69.4% | $5,982-78.7% |
| Admin fee / account holder | $1 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |