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 | $61 | $21,287-99.7% | - | $68,494-99.9% |
| Participation rate | 82.6% | 40.3%+42.3pp | - | 67.9%+14.7pp |
| Annual return | 0.00% | -16.24%+16.2pp | - | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,123-100.0% | - | $2,596-100.0% |
| Participant deferral / active EE | $51 | $1,533-96.6% | - | $4,027-98.7% |
| Admin fee / account holder | $0 | $2,220-100.0% | - | $5,403-100.0% |