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 | $1,576 | $105,860-98.5% | $90,749-98.3% | $134,475-98.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $638 | $3,462-81.6% | $2,921-78.2% | $4,740-86.5% |
| Participant deferral / active EE | $688 | $5,216-86.8% | $4,564-84.9% | $6,400-89.3% |
| Admin fee / account holder | $1 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |