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 | $737 | $49,922-98.5% | $80,569-99.1% | $75,163-99.0% |
| Participation rate | 73.5% | 55.3%+18.2pp | 67.0%+6.5pp | 67.2%+6.3pp |
| Annual return | 18.43% | 34.69%-16.3pp | 935.43%-917.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $328 | $1,698-80.7% | $2,723-88.0% | $2,670-87.7% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |