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 5-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 | $24,862 | $209,832-88.2% | $189,513-86.9% | $167,490-85.2% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $13,607 | $6,914+96.8% | $6,162+120.8% | $4,837+181.3% |
| Participant deferral / active EE | $3,026 | $8,935-66.1% | $8,221-63.2% | $6,341-52.3% |
| Admin fee / account holder | $49 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |