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 | $618 | $70,606-99.1% | $53,898-98.9% | $142,382-99.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.66% | 619.81%-597.1pp | 528.60%-505.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $21 | $1,202-98.3% | $932-97.7% | $4,299-99.5% |
| Participant deferral / active EE | $24 | $2,364-99.0% | $1,826-98.7% | $6,507-99.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |