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 3-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 | $604 | $42,894-98.6% | $60,874-99.0% | $68,494-99.1% |
| Participation rate | 85.2% | 66.8%+18.4pp | 73.1%+12.1pp | 67.9%+17.3pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $625 | $1,978-68.4% | $2,701-76.9% | $2,596-75.9% |
| Participant deferral / active EE | $639 | $2,867-77.7% | $3,817-83.3% | $4,027-84.1% |
| Admin fee / account holder | $173 | $3,101-94.4% | $3,224-94.6% | $5,403-96.8% |