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 | $1,565 | $57,281-97.3% | $86,612-98.2% | $75,163-97.9% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.1pp | 67.2%+26.6pp |
| Annual return | 24.00% | 2670.75%-2646.7pp | 591.07%-567.1pp | 160.62%-136.6pp |
| Employer contribution / active EE | $484 | $2,314-79.1% | $3,022-84.0% | $2,670-81.9% |
| Participant deferral / active EE | $289 | $3,318-91.3% | $4,438-93.5% | $4,125-93.0% |
| Admin fee / account holder | $3 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |