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 | $295 | $91,538-99.7% | $129,995-99.8% | $75,163-99.6% |
| Participation rate | 94.1% | 71.4%+22.7pp | 78.5%+15.6pp | 67.2%+26.9pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $268 | $4,341-93.8% | $5,820-95.4% | $4,125-93.5% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |