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 | $328 | $32,117-99.0% | $71,086-99.5% | $64,186-99.5% |
| Participation rate | 82.8% | 42.7%+40.1pp | 54.7%+28.1pp | 69.6%+13.2pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $104 | $712-85.3% | $1,088-90.4% | $2,381-95.6% |
| Participant deferral / active EE | $186 | $1,263-85.3% | $1,874-90.1% | $3,470-94.6% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |