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 | $149,040-99.8% | $120,225-99.8% | $137,256-99.8% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 11.45% | 605.68%-594.2pp | 439.23%-427.8pp | 220.34%-208.9pp |
| Employer contribution / active EE | $53 | $4,350-98.8% | $3,475-98.5% | $4,156-98.7% |
| Participant deferral / active EE | $71 | $4,655-98.5% | $3,999-98.2% | $6,407-98.9% |
| Admin fee / account holder | $101 | $6,348-98.4% | $5,696-98.2% | $12,270-99.2% |