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 3-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 | $1,189 | $88,751-98.7% | $81,812-98.5% | $145,922-99.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.07% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $338 | $3,083-89.1% | $2,912-88.4% | $4,660-92.8% |
| Participant deferral / active EE | $506 | $4,643-89.1% | $4,319-88.3% | $6,688-92.4% |
| Admin fee / account holder | $73 | $8,415-99.1% | $7,386-99.0% | $13,397-99.5% |