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 9-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 | $3,016 | $78,705-96.2% | $117,854-97.4% | $70,131-95.7% |
| Participation rate | 78.8% | 73.2%+5.7pp | 79.7%-0.8pp | 69.5%+9.3pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $700 | $2,223-68.5% | $3,786-81.5% | $2,342-70.1% |
| Participant deferral / active EE | $1,476 | $3,297-55.2% | $4,482-67.1% | $3,332-55.7% |
| Admin fee / account holder | $27 | $5,065-99.5% | $8,020-99.7% | $4,645-99.4% |