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 | $363 | $27,641-98.7% | $61,373-99.4% | $68,494-99.5% |
| Participation rate | 93.9% | 39.5%+54.4pp | 52.6%+41.4pp | 67.9%+26.1pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $234 | $695-66.3% | $1,159-79.8% | $2,596-91.0% |
| Participant deferral / active EE | $257 | $1,263-79.7% | $2,125-87.9% | $4,027-93.6% |
| Admin fee / account holder | $10 | $2,010-99.5% | $2,130-99.5% | $5,403-99.8% |