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 8-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 | $508 | $32,117-98.4% | $71,086-99.3% | $64,186-99.2% |
| Participation rate | 84.4% | 42.7%+41.7pp | 54.7%+29.7pp | 69.6%+14.8pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $152 | $712-78.7% | $1,088-86.0% | $2,381-93.6% |
| Participant deferral / active EE | $289 | $1,263-77.2% | $1,874-84.6% | $3,470-91.7% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |