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 | $851 | $64,839-98.7% | $95,585-99.1% | $84,808-99.0% |
| Participation rate | 81.3% | 63.8%+17.4pp | 72.1%+9.2pp | 68.3%+12.9pp |
| Annual return | 0.00% | -670.96%+671.0pp | 38.56%-38.6pp | 40.90%-40.9pp |
| Employer contribution / active EE | $381 | $1,759-78.3% | $2,527-84.9% | $2,631-85.5% |
| Participant deferral / active EE | $389 | $2,965-86.9% | $4,023-90.3% | $4,212-90.8% |
| Admin fee / account holder | $70 | $5,964-98.8% | $6,127-98.9% | $7,344-99.0% |