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 | $1,465 | $85,790-98.3% | $67,313-97.8% | $135,375-98.9% |
| Participation rate | 84.2% | 76.5%+7.7pp | 69.1%+15.1pp | 82.6%+1.6pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $658 | $3,487-81.1% | $2,566-74.3% | $4,779-86.2% |
| Participant deferral / active EE | $839 | $4,651-82.0% | $3,568-76.5% | $5,609-85.0% |
| Admin fee / account holder | $9 | $6,392-99.9% | $4,507-99.8% | $10,827-99.9% |