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 | $4,015 | $46,553-91.4% | $64,056-93.7% | $75,163-94.7% |
| Participation rate | 90.2% | 65.9%+24.3pp | 72.3%+17.9pp | 67.2%+23.1pp |
| Annual return | 13.06% | 26.03%-13.0pp | 33.69%-20.6pp | 160.62%-147.6pp |
| Employer contribution / active EE | $856 | $1,974-56.6% | $2,747-68.8% | $2,670-67.9% |
| Participant deferral / active EE | $443 | $2,837-84.4% | $3,880-88.6% | $4,125-89.3% |
| Admin fee / account holder | $26 | $2,952-99.1% | $3,068-99.1% | $5,651-99.5% |