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 | $4,736 | $92,703-94.9% | $82,719-94.3% | $134,475-96.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.34% | 944.92%-943.6pp | 701.18%-699.8pp | 417.96%-416.6pp |
| Employer contribution / active EE | $935 | $3,274-71.4% | $3,009-68.9% | $4,740-80.3% |
| Participant deferral / active EE | $935 | $4,802-80.5% | $4,395-78.7% | $6,400-85.4% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |