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 3-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 | $6,841 | $117,841-94.2% | $102,423-93.3% | $145,922-95.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.65%-31.6pp | 29.32%-29.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $6,462 | $3,615+78.8% | $3,023+113.7% | $4,660+38.7% |
| Participant deferral / active EE | $1,714 | $5,731-70.1% | $5,053-66.1% | $6,688-74.4% |
| Admin fee / account holder | $193 | $13,326-98.6% | $9,451-98.0% | $13,397-98.6% |