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 | $1,713 | $176,056-99.0% | $159,436-98.9% | $167,490-99.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,011 | $5,297-80.9% | $4,829-79.1% | $4,837-79.1% |
| Participant deferral / active EE | $348 | $7,750-95.5% | $7,352-95.3% | $6,341-94.5% |
| Admin fee / account holder | $1 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |