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 6-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 | $1,172 | $92,703-98.7% | $82,719-98.6% | $134,475-99.1% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.3pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $471 | $3,274-85.6% | $3,009-84.4% | $4,740-90.1% |
| Participant deferral / active EE | $657 | $4,802-86.3% | $4,395-85.1% | $6,400-89.7% |
| Admin fee / account holder | $34 | $5,983-99.4% | $5,329-99.4% | $11,426-99.7% |