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 10-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 | $338 | $41,377-99.2% | $109,313-99.7% | $62,891-99.5% |
| Participation rate | 87.5% | 57.5%+30.0pp | 71.3%+16.2pp | 69.3%+18.2pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $223 | $1,276-82.5% | $3,892-94.3% | $2,281-90.2% |
| Participant deferral / active EE | $120 | $2,045-94.1% | $3,166-96.2% | $3,203-96.2% |
| Admin fee / account holder | $7 | $2,884-99.8% | $5,666-99.9% | $4,296-99.8% |