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 | $1,483 | $92,703-98.4% | $82,719-98.2% | $134,475-98.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.92% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $545 | $3,274-83.3% | $3,009-81.9% | $4,740-88.5% |
| Participant deferral / active EE | $901 | $4,802-81.2% | $4,395-79.5% | $6,400-85.9% |
| Admin fee / account holder | $15 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |