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 | $3,120 | $132,634-97.6% | $115,768-97.3% | $137,256-97.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 0.00% | 160.70%-160.7pp | 100.46%-100.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,488 | $3,360-55.7% | $2,940-49.4% | $4,156-64.2% |
| Participant deferral / active EE | $1,488 | $5,619-73.5% | $4,917-69.7% | $6,407-76.8% |
| Admin fee / account holder | $3 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |