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 | $377 | $84,402-99.6% | $61,373-99.4% | $134,475-99.7% |
| Participation rate | 76.9% | 62.2%+14.7pp | 52.6%+24.4pp | 81.2%-4.3pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $147 | $1,544-90.5% | $1,159-87.4% | $4,740-96.9% |
| Participant deferral / active EE | $167 | $2,819-94.1% | $2,125-92.2% | $6,400-97.4% |
| Admin fee / account holder | $3 | $2,585-99.9% | $2,130-99.8% | $11,426-100.0% |