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 8-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 | $4,242 | $91,190-95.3% | $178,490-97.6% | $79,858-94.7% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 95.94% | 24.19%+71.8pp | 151.07%-55.1pp | 31.71%+64.2pp |
| Employer contribution / active EE | $900 | $3,256-72.4% | $5,011-82.0% | $2,471-63.6% |
| Participant deferral / active EE | $29 | $3,236-99.1% | $5,202-99.4% | $3,740-99.2% |
| Admin fee / account holder | $37 | $6,751-99.4% | $13,984-99.7% | $5,306-99.3% |