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 | $8,156 | $177,572-95.4% | $154,803-94.7% | $142,382-94.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 19.97% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $962 | $4,810-80.0% | $4,305-77.7% | $4,299-77.6% |
| Participant deferral / active EE | $1,169 | $6,272-81.4% | $5,540-78.9% | $6,507-82.0% |
| Admin fee / account holder | $46 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |