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 | $2,766 | $109,327-97.5% | $89,391-96.9% | $158,922-98.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $986 | $3,170-68.9% | $2,586-61.9% | $4,761-79.3% |
| Participant deferral / active EE | $776 | $4,598-83.1% | $3,890-80.0% | $5,982-87.0% |
| Admin fee / account holder | $19 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |