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 | $1,986 | $133,958-98.5% | $112,228-98.2% | $134,475-98.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $840 | $4,038-79.2% | $3,635-76.9% | $4,740-82.3% |
| Participant deferral / active EE | $928 | $5,291-82.5% | $4,728-80.4% | $6,400-85.5% |
| Admin fee / account holder | $26 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |