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 10-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 | $1,521 | $86,699-98.2% | $73,307-97.9% | $125,391-98.8% |
| Participation rate | 76.9% | 78.6%-1.7pp | 74.9%+2.0pp | 83.2%-6.3pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $412 | $4,152-90.1% | $3,237-87.3% | $4,866-91.5% |
| Participant deferral / active EE | $879 | $5,550-84.2% | $4,991-82.4% | $5,352-83.6% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |