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 6-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 | $1,466 | $99,919-98.5% | - | $158,922-99.1% |
| Participation rate | 75.0% | 71.6%+3.4pp | - | 82.0%-7.0pp |
| Annual return | 0.00% | 35.31%-35.3pp | - | 302.83%-302.8pp |
| Employer contribution / active EE | $405 | $3,686-89.0% | - | $4,761-91.5% |
| Participant deferral / active EE | $675 | $4,771-85.9% | - | $5,982-88.7% |
| Admin fee / account holder | $0 | $2,820-100.0% | - | $11,246-100.0% |