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 | $1,589 | $56,357-97.2% | $104,294-98.5% | $68,494-97.7% |
| Participation rate | 83.8% | 63.3%+20.5pp | 73.3%+10.5pp | 67.9%+15.9pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $518 | $1,960-73.5% | $3,372-84.6% | $2,596-80.0% |
| Participant deferral / active EE | $875 | $3,077-71.6% | $4,625-81.1% | $4,027-78.3% |
| Admin fee / account holder | $2 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |