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 | $2,435 | $93,024-97.4% | $77,024-96.8% | $134,475-98.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.16% | 62.60%-81.8pp | 42.32%-61.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $495 | $3,418-85.5% | $2,812-82.4% | $4,740-89.6% |
| Participant deferral / active EE | $770 | $5,238-85.3% | $4,426-82.6% | $6,400-88.0% |
| Admin fee / account holder | $25 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |