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 | $231 | $158,398-99.9% | $126,539-99.8% | $142,382-99.8% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 11.45% | 593.76%-582.3pp | 425.95%-414.5pp | 217.08%-205.6pp |
| Employer contribution / active EE | $53 | $4,650-98.9% | $3,674-98.6% | $4,299-98.8% |
| Participant deferral / active EE | $71 | $4,767-98.5% | $4,083-98.3% | $6,507-98.9% |
| Admin fee / account holder | $101 | $6,918-98.5% | $6,065-98.3% | $12,624-99.2% |