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 7-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 | $1,587 | $65,375-97.6% | - | $152,861-99.0% |
| Participation rate | 75.0% | 72.6%+2.4pp | - | 82.4%-7.4pp |
| Annual return | 0.00% | 27.96%-28.0pp | - | 345.32%-345.3pp |
| Employer contribution / active EE | $570 | $2,747-79.3% | - | $4,762-88.0% |
| Participant deferral / active EE | $570 | $4,110-86.1% | - | $5,850-90.3% |
| Admin fee / account holder | $1 | $4,607-100.0% | - | $11,596-100.0% |