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 | $1,296 | $96,305-98.7% | $80,569-98.4% | $139,434-99.1% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 23.38% | 1350.08%-1326.7pp | 935.43%-912.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $488 | $3,262-85.1% | $2,723-82.1% | $4,751-89.7% |
| Participant deferral / active EE | $577 | $5,232-89.0% | $4,447-87.0% | $6,710-91.4% |
| Admin fee / account holder | $216 | $6,599-96.7% | $5,377-96.0% | $11,403-98.1% |