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 | $1,450 | $96,635-98.5% | $86,612-98.3% | $139,434-99.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 37.84% | 106.41%-68.6pp | 591.07%-553.2pp | 372.94%-335.1pp |
| Employer contribution / active EE | $490 | $3,263-85.0% | $3,022-83.8% | $4,751-89.7% |
| Participant deferral / active EE | $516 | $4,836-89.3% | $4,438-88.4% | $6,710-92.3% |
| Admin fee / account holder | $146 | $6,408-97.7% | $5,614-97.4% | $11,403-98.7% |