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 7-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 | $6,734 | $76,000-91.1% | $154,107-95.6% | $64,186-89.5% |
| Participation rate | 92.2% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.6pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $878 | $3,351-73.8% | $5,298-83.4% | $2,381-63.1% |
| Participant deferral / active EE | $412 | $3,175-87.0% | $5,081-91.9% | $3,470-88.1% |
| Admin fee / account holder | $21 | $5,596-99.6% | $13,411-99.8% | $4,888-99.6% |