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 | $236 | $27,641-99.1% | $61,373-99.6% | $68,494-99.7% |
| Participation rate | 70.4% | 39.5%+30.9pp | 52.6%+17.8pp | 67.9%+2.5pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $109 | $695-84.3% | $1,159-90.6% | $2,596-95.8% |
| Participant deferral / active EE | $114 | $1,263-91.0% | $2,125-94.6% | $4,027-97.2% |
| Admin fee / account holder | $34 | $2,010-98.3% | $2,130-98.4% | $5,403-99.4% |