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 | $70,606-99.0% | $53,898-98.7% | $142,382-99.5% |
| Participation rate | 95.2% | 63.7%+31.5pp | 55.0%+40.3pp | 80.1%+15.1pp |
| Annual return | 22.46% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $99 | $1,202-91.8% | $932-89.4% | $4,299-97.7% |
| Participant deferral / active EE | $152 | $2,364-93.6% | $1,826-91.7% | $6,507-97.7% |
| Admin fee / account holder | $55 | $2,852-98.1% | $2,491-97.8% | $12,624-99.6% |