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 | $3,250 | $81,248-96.0% | $155,509-97.9% | $80,856-96.0% |
| Participation rate | 94.0% | 66.2%+27.8pp | 78.2%+15.8pp | 67.6%+26.4pp |
| Annual return | 15.59% | 33.31%-17.7pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $547 | $3,100-82.3% | $4,672-88.3% | $2,755-80.1% |
| Participant deferral / active EE | $622 | $3,452-82.0% | $5,626-89.0% | $4,296-85.5% |
| Admin fee / account holder | $16 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |