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 | $1,469 | $59,805-97.5% | $79,550-98.2% | $68,494-97.9% |
| Participation rate | 76.7% | 61.1%+15.6pp | 69.5%+7.2pp | 67.9%+8.8pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $520 | $1,505-65.5% | $2,413-78.5% | $2,596-80.0% |
| Participant deferral / active EE | $705 | $3,024-76.7% | $3,985-82.3% | $4,027-82.5% |
| Admin fee / account holder | $21 | $4,835-99.6% | $6,832-99.7% | $5,403-99.6% |