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 | $347 | $65,561-99.5% | $86,188-99.6% | $75,163-99.5% |
| Participation rate | 76.9% | 60.5%+16.4pp | 69.0%+8.0pp | 67.2%+9.7pp |
| Annual return | 50.64% | 46.05%+4.6pp | 1168.45%-1117.8pp | 160.62%-110.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $241 | $3,024-92.0% | $3,985-94.0% | $4,125-94.2% |
| Admin fee / account holder | $21 | $5,474-99.6% | $6,852-99.7% | $5,651-99.6% |