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 | $349 | $66,813-99.5% | $100,516-99.7% | $73,488-99.5% |
| Participation rate | 74.2% | 77.5%-3.3pp | 79.4%-5.2pp | 70.7%+3.5pp |
| Annual return | 0.00% | 25.70%-25.7pp | 30.89%-30.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $257 | $5,883-95.6% | $6,270-95.9% | $3,740-93.1% |
| Admin fee / account holder | $0 | $512-100.0% | $8,081-100.0% | $513-100.0% |