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 | $991 | $70,428-98.6% | $96,562-99.0% | $85,850-98.8% |
| Participation rate | 78.1% | 61.8%+16.3pp | 69.8%+8.3pp | 69.3%+8.8pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $531 | $1,413-62.4% | $2,356-77.5% | $2,565-79.3% |
| Participant deferral / active EE | $581 | $2,894-79.9% | $3,849-84.9% | $3,952-85.3% |
| Admin fee / account holder | $130 | $4,997-97.4% | $6,181-97.9% | $6,260-97.9% |