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 | $393 | $67,823-99.4% | $52,425-99.3% | $137,256-99.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.42% | 219.11%-200.7pp | 302.12%-283.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $148 | $1,163-87.3% | $914-83.8% | $4,156-96.4% |
| Participant deferral / active EE | $180 | $2,288-92.1% | $1,790-89.9% | $6,407-97.2% |
| Admin fee / account holder | $18 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |