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 | $1,193 | $44,059-97.3% | $71,671-98.3% | $69,631-98.3% |
| Participation rate | 75.5% | 60.8%+14.8pp | 68.7%+6.8pp | 70.7%+4.8pp |
| Annual return | 0.00% | 21.97%-22.0pp | 20.65%-20.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $374 | $1,305-71.3% | $2,460-84.8% | $2,032-81.6% |
| Participant deferral / active EE | $557 | $2,370-76.5% | $3,438-83.8% | $3,224-82.7% |
| Admin fee / account holder | $16 | $108-85.2% | $5,558-99.7% | $110-85.5% |