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 | $595 | $30,400-98.0% | $53,898-98.9% | $84,808-99.3% |
| Participation rate | 70.1% | 46.4%+23.7pp | 55.0%+15.2pp | 68.3%+1.8pp |
| Annual return | 20.71% | 500.19%-479.5pp | 528.60%-507.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $101 | $1,199-91.5% | $1,826-94.4% | $4,212-97.6% |
| Admin fee / account holder | $61 | $1,993-96.9% | $2,491-97.5% | $7,344-99.2% |