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 5-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 | $1,974 | $54,229-96.4% | $70,092-97.2% | $68,494-97.1% |
| Participation rate | 75.6% | 64.5%+11.1pp | 70.5%+5.1pp | 67.9%+7.7pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $784 | $2,018-61.1% | $2,559-69.4% | $2,596-69.8% |
| Participant deferral / active EE | $732 | $2,956-75.2% | $3,849-81.0% | $4,027-81.8% |
| Admin fee / account holder | $12 | $4,694-99.7% | $6,267-99.8% | $5,403-99.8% |