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 | $1,557 | $90,348-98.3% | $75,972-98.0% | $145,922-98.9% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.1%+9.2pp | 80.3%-2.0pp |
| Annual return | 12.06% | 620.88%-608.8pp | 359.55%-347.5pp | 561.29%-549.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $240 | $5,162-95.3% | $4,255-94.4% | $6,688-96.4% |
| Admin fee / account holder | $49 | $8,467-99.4% | $6,467-99.2% | $13,397-99.6% |