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 6-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 | $697 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 95.2% | 63.9%+31.3pp | 55.6%+39.6pp | 80.0%+15.3pp |
| Annual return | 22.46% | 219.11%-196.6pp | 302.12%-279.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $99 | $1,163-91.5% | $914-89.2% | $4,156-97.6% |
| Participant deferral / active EE | $152 | $2,288-93.4% | $1,790-91.5% | $6,407-97.6% |
| Admin fee / account holder | $55 | $2,844-98.1% | $2,495-97.8% | $12,270-99.6% |