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 4-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 | $3,831 | $108,919-96.5% | $100,391-96.2% | $145,922-97.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 57.88%-57.9pp | 49.20%-49.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,771 | $4,419-59.9% | $3,942-55.1% | $4,660-62.0% |
| Participant deferral / active EE | $2,116 | $8,445-74.9% | $8,082-73.8% | $6,688-68.4% |
| Admin fee / account holder | $38 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |