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 | $517 | $76,738-99.3% | $56,411-99.1% | $145,922-99.6% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 12.10% | 2994.23%-2982.1pp | 1701.33%-1689.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $131 | $1,380-90.5% | $1,039-87.4% | $4,660-97.2% |
| Participant deferral / active EE | $165 | $2,623-93.7% | $1,952-91.5% | $6,688-97.5% |
| Admin fee / account holder | $18 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |