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 | $1,756 | $93,024-98.1% | $77,024-97.7% | $134,475-98.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $604 | $3,418-82.3% | $2,812-78.5% | $4,740-87.3% |
| Participant deferral / active EE | $924 | $5,238-82.4% | $4,426-79.1% | $6,400-85.6% |
| Admin fee / account holder | $4 | $6,944-99.9% | $5,425-99.9% | $11,426-100.0% |