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 | $352 | $87,733-99.6% | $106,548-99.7% | $85,850-99.6% |
| Participation rate | 88.0% | 71.9%+16.1pp | 76.1%+11.9pp | 69.3%+18.7pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $323 | $3,469-90.7% | $4,398-92.7% | $3,952-91.8% |
| Admin fee / account holder | $13 | $6,767-99.8% | $7,407-99.8% | $6,260-99.8% |