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 | $4,185 | $59,107-92.9% | $86,436-95.2% | $68,494-93.9% |
| Participation rate | 76.0% | 75.2%+0.8pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,168 | $2,519-53.6% | $3,769-69.0% | $2,596-55.0% |
| Participant deferral / active EE | $2,013 | $5,901-65.9% | $6,952-71.0% | $4,027-50.0% |
| Admin fee / account holder | $4 | $5,637-99.9% | $6,731-99.9% | $5,403-99.9% |