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 | $160 | $29,660-99.5% | $56,411-99.7% | $80,856-99.8% |
| Participation rate | 76.0% | 41.6%+34.4pp | 52.5%+23.5pp | 67.6%+8.4pp |
| Annual return | 14.32% | 35.23%-20.9pp | 1701.33%-1687.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12 | $1,226-99.0% | $1,952-99.4% | $4,296-99.7% |
| Admin fee / account holder | $1 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |