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 | $2,661 | $96,305-97.2% | $80,569-96.7% | $139,434-98.1% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 40.97% | 1350.08%-1309.1pp | 935.43%-894.5pp | 372.94%-332.0pp |
| Employer contribution / active EE | $808 | $3,262-75.2% | $2,723-70.3% | $4,751-83.0% |
| Participant deferral / active EE | $808 | $5,232-84.5% | $4,447-81.8% | $6,710-88.0% |
| Admin fee / account holder | $9 | $6,599-99.9% | $5,377-99.8% | $11,403-99.9% |