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 | $904 | $26,549-96.6% | $61,373-98.5% | $66,914-98.6% |
| Participation rate | 90.2% | 38.1%+52.1pp | 52.6%+37.6pp | 69.8%+20.4pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.61%-338.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $561 | $651-13.8% | $1,159-51.6% | $2,544-77.9% |
| Participant deferral / active EE | $314 | $1,338-76.5% | $2,125-85.2% | $4,237-92.6% |
| Admin fee / account holder | $25 | $409-93.9% | $2,130-98.8% | $593-95.8% |