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 | $5,084 | $67,331-92.4% | $60,874-91.6% | $134,475-96.2% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.1%+11.9pp | 81.2%+3.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $665 | $3,096-78.5% | $2,701-75.4% | $4,740-86.0% |
| Participant deferral / active EE | $858 | $4,538-81.1% | $3,817-77.5% | $6,400-86.6% |
| Admin fee / account holder | $35 | $4,582-99.2% | $3,224-98.9% | $11,426-99.7% |