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 | $1,317 | $67,331-98.0% | $60,874-97.8% | $134,475-99.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $577 | $3,096-81.4% | $2,701-78.6% | $4,740-87.8% |
| Participant deferral / active EE | $833 | $4,538-81.6% | $3,817-78.2% | $6,400-87.0% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |