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 5-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 | $113 | $29,660-99.6% | $56,411-99.8% | $80,856-99.9% |
| Participation rate | 83.3% | 41.6%+41.7pp | 52.5%+30.9pp | 67.6%+15.7pp |
| Annual return | 0.00% | 35.23%-35.2pp | 1701.33%-1701.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $100 | $1,226-91.8% | $1,952-94.9% | $4,296-97.7% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |