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 | $2,855 | $111,724-97.4% | $93,606-96.9% | $145,922-98.0% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 21.91% | 202.98%-181.1pp | 133.20%-111.3pp | 561.29%-539.4pp |
| Employer contribution / active EE | $784 | $3,090-74.6% | $2,420-67.6% | $4,660-83.2% |
| Participant deferral / active EE | $1,169 | $4,912-76.2% | $4,411-73.5% | $6,688-82.5% |
| Admin fee / account holder | $64 | $10,250-99.4% | $8,285-99.2% | $13,397-99.5% |