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 3-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 | $6,253 | $54,350-88.5% | $82,719-92.4% | $68,494-90.9% |
| Participation rate | 94.7% | 63.9%+30.8pp | 72.6%+22.2pp | 67.9%+26.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,766 | $2,218+69.8% | $3,009+25.2% | $2,596+45.1% |
| Participant deferral / active EE | $680 | $3,246-79.1% | $4,395-84.5% | $4,027-83.1% |
| Admin fee / account holder | $2 | $4,395-99.9% | $5,329-100.0% | $5,403-100.0% |