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 | $1,851 | $65,703-97.2% | $94,224-98.0% | $59,632-96.9% |
| Participation rate | 88.5% | 72.1%+16.4pp | 78.8%+9.8pp | 68.7%+19.9pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $618 | $2,021-69.4% | $3,587-82.8% | $2,203-71.9% |
| Participant deferral / active EE | $1,352 | $3,143-57.0% | $4,320-68.7% | $3,192-57.6% |
| Admin fee / account holder | $25 | $4,264-99.4% | $6,269-99.6% | $4,297-99.4% |