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 | $4,007 | $72,607-94.5% | $90,749-95.6% | $66,914-94.0% |
| Participation rate | 82.0% | 73.7%+8.3pp | 75.7%+6.3pp | 69.8%+12.2pp |
| Annual return | 0.00% | -12.28%+12.3pp | -12.16%+12.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,159 | $2,369-51.1% | $2,921-60.3% | $2,544-54.4% |
| Participant deferral / active EE | $1,747 | $3,977-56.1% | $4,564-61.7% | $4,237-58.8% |
| Admin fee / account holder | $173 | $707-75.6% | $8,445-98.0% | $593-70.9% |