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 | $305 | $61,605-99.5% | $112,229-99.7% | $75,163-99.6% |
| Participation rate | 82.4% | 61.7%+20.7pp | 72.4%+9.9pp | 67.2%+15.2pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.20%-30.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $239 | $3,108-92.3% | $4,798-95.0% | $4,125-94.2% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,748-100.0% | $5,651-100.0% |