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 | $1,257 | $46,674-97.3% | $117,472-98.9% | $68,494-98.2% |
| Participation rate | 90.9% | 56.8%+34.1pp | 70.6%+20.3pp | 67.9%+23.0pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $667 | $1,505-55.7% | $4,176-84.0% | $2,596-74.3% |
| Participant deferral / active EE | $850 | $2,636-67.8% | $4,070-79.1% | $4,027-78.9% |
| Admin fee / account holder | $75 | $4,020-98.1% | $5,645-98.7% | $5,403-98.6% |