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 | $1,953 | $69,010-97.2% | $159,960-98.8% | $68,494-97.1% |
| Participation rate | 76.0% | 65.4%+10.6pp | 78.0%-2.0pp | 67.9%+8.1pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $762 | $2,213-65.6% | $4,226-82.0% | $2,596-70.6% |
| Participant deferral / active EE | $873 | $4,212-79.3% | $6,182-85.9% | $4,027-78.3% |
| Admin fee / account holder | $1 | $4,798-100.0% | $8,698-100.0% | $5,403-100.0% |