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 | $1,607 | $96,635-98.3% | $86,612-98.1% | $139,434-98.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 31.57% | 106.41%-74.8pp | 591.07%-559.5pp | 372.94%-341.4pp |
| Employer contribution / active EE | $355 | $3,263-89.1% | $3,022-88.3% | $4,751-92.5% |
| Participant deferral / active EE | $836 | $4,836-82.7% | $4,438-81.2% | $6,710-87.5% |
| Admin fee / account holder | $174 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |