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 | $1,064 | $67,331-98.4% | $60,874-98.3% | $134,475-99.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $544 | $3,096-82.4% | $2,701-79.9% | $4,740-88.5% |
| Participant deferral / active EE | $544 | $4,538-88.0% | $3,817-85.7% | $6,400-91.5% |
| Admin fee / account holder | $196 | $4,582-95.7% | $3,224-93.9% | $11,426-98.3% |