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 | $1,005 | $72,071-98.6% | $68,368-98.5% | $137,256-99.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.91% | 353.14%-329.2pp | 292.57%-268.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $631 | $2,788-77.4% | $2,649-76.2% | $4,156-84.8% |
| Participant deferral / active EE | $562 | $4,410-87.3% | $4,123-86.4% | $6,407-91.2% |
| Admin fee / account holder | $24 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |