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 | $3,216 | $82,664-96.1% | $125,339-97.4% | $68,494-95.3% |
| Participation rate | 87.1% | 75.0%+12.1pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,173 | $3,381-65.3% | $4,814-75.6% | $2,596-54.8% |
| Participant deferral / active EE | $1,818 | $6,110-70.2% | $7,446-75.6% | $4,027-54.9% |
| Admin fee / account holder | $21 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |