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 | $1,731 | $99,877-98.3% | $84,966-98.0% | $145,922-98.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.63% | 83.76%-67.1pp | 66.38%-49.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $511 | $3,231-84.2% | $2,727-81.3% | $4,660-89.0% |
| Participant deferral / active EE | $638 | $5,291-87.9% | $4,519-85.9% | $6,688-90.5% |
| Admin fee / account holder | $17 | $7,248-99.8% | $6,149-99.7% | $13,397-99.9% |