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 | $1,090 | $96,305-98.9% | $80,569-98.6% | $139,434-99.2% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 136.87% | 1350.08%-1213.2pp | 935.43%-798.6pp | 372.94%-236.1pp |
| Employer contribution / active EE | $441 | $3,262-86.5% | $2,723-83.8% | $4,751-90.7% |
| Participant deferral / active EE | $579 | $5,232-88.9% | $4,447-87.0% | $6,710-91.4% |
| Admin fee / account holder | $7 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |