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 | $1,453 | $96,635-98.5% | $86,612-98.3% | $139,434-99.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 38.01% | 106.41%-68.4pp | 591.07%-553.1pp | 372.94%-334.9pp |
| Employer contribution / active EE | $708 | $3,263-78.3% | $3,022-76.6% | $4,751-85.1% |
| Participant deferral / active EE | $610 | $4,836-87.4% | $4,438-86.3% | $6,710-90.9% |
| Admin fee / account holder | $35 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |