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 6-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 | $999 | $109,327-99.1% | $89,391-98.9% | $158,922-99.4% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $283 | $3,170-91.1% | $2,586-89.1% | $4,761-94.1% |
| Participant deferral / active EE | $482 | $4,598-89.5% | $3,890-87.6% | $5,982-91.9% |
| Admin fee / account holder | $3 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |