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 | $390 | $70,756-99.4% | $65,493-99.4% | $142,382-99.7% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 13.64% | 1754.89%-1741.2pp | 982.45%-968.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $38 | $4,637-99.2% | $3,961-99.1% | $6,507-99.4% |
| Admin fee / account holder | $128 | $6,559-98.0% | $5,028-97.5% | $12,624-99.0% |