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 | $1,197 | $202,432-99.4% | $169,368-99.3% | $139,434-99.1% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $866 | $4,692-81.5% | $4,013-78.4% | $4,751-81.8% |
| Participant deferral / active EE | $922 | $6,938-86.7% | $6,221-85.2% | $6,710-86.3% |
| Admin fee / account holder | $296 | $10,708-97.2% | $9,003-96.7% | $11,403-97.4% |