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 | $5,068 | $108,919-95.3% | $100,391-95.0% | $145,922-96.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.44% | 57.88%-42.4pp | 49.20%-33.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $487 | $4,419-89.0% | $3,942-87.6% | $4,660-89.5% |
| Participant deferral / active EE | $1,038 | $8,445-87.7% | $8,082-87.2% | $6,688-84.5% |
| Admin fee / account holder | $21 | $9,689-99.8% | $7,899-99.7% | $13,397-99.8% |