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 | $1,740 | $88,594-98.0% | $70,092-97.5% | $134,475-98.7% |
| Participation rate | 71.4% | 74.9%-3.5pp | 70.5%+1.0pp | 81.2%-9.8pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $640 | $3,233-80.2% | $2,559-75.0% | $4,740-86.5% |
| Participant deferral / active EE | $640 | $4,772-86.6% | $3,849-83.4% | $6,400-90.0% |
| Admin fee / account holder | $70 | $10,441-99.3% | $6,267-98.9% | $11,426-99.4% |