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 | $108,912-96.5% | $100,383-96.2% | $145,959-97.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 57.96%-58.0pp | 49.26%-49.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,771 | $4,423-59.9% | $3,944-55.1% | $4,661-62.0% |
| Participant deferral / active EE | $2,116 | $8,451-75.0% | $8,086-73.8% | $6,689-68.4% |
| Admin fee / account holder | $38 | $9,690-99.6% | $7,900-99.5% | $13,398-99.7% |