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 | $3,519 | $81,248-95.7% | $155,509-97.7% | $80,856-95.6% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 11.88% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $510 | $3,100-83.6% | $4,672-89.1% | $2,755-81.5% |
| Participant deferral / active EE | $802 | $3,452-76.8% | $5,626-85.7% | $4,296-81.3% |
| Admin fee / account holder | $295 | $7,997-96.3% | $15,912-98.1% | $6,918-95.7% |