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 10-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 | $1,151 | $87,705-98.7% | $63,517-98.2% | $125,391-99.1% |
| Participation rate | 88.9% | 77.0%+11.9pp | 71.0%+17.9pp | 83.2%+5.7pp |
| Annual return | 0.00% | 21.70%-21.7pp | -70.30%+70.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $462 | $3,601-87.2% | $2,322-80.1% | $4,866-90.5% |
| Participant deferral / active EE | $721 | $3,939-81.7% | $2,953-75.6% | $5,352-86.5% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |