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 | $29,319-98.0% | $52,425-98.9% | $82,448-99.3% |
| Participation rate | 70.1% | 46.9%+23.3pp | 55.6%+14.5pp | 68.1%+2.1pp |
| Annual return | 20.71% | 535.20%-514.5pp | 302.12%-281.4pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $101 | $1,171-91.3% | $1,790-94.3% | $4,139-97.6% |
| Admin fee / account holder | $61 | $1,962-96.9% | $2,495-97.5% | $7,234-99.2% |