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 10-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 | $1,481 | $99,020-98.5% | $86,590-98.3% | $147,584-99.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.06% | 1312.34%-1303.3pp | 964.84%-955.8pp | 578.55%-569.5pp |
| Employer contribution / active EE | $80 | $3,132-97.4% | $2,839-97.2% | $4,876-98.4% |
| Participant deferral / active EE | $165 | $3,972-95.8% | $3,609-95.4% | $5,439-97.0% |
| Admin fee / account holder | $9 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |