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 | $8,904 | $172,111-94.8% | $150,298-94.1% | $137,256-93.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.23% | 69.37%-47.1pp | 62.79%-40.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,597 | $4,636-44.0% | $4,154-37.5% | $4,156-37.5% |
| Participant deferral / active EE | $1,196 | $6,166-80.6% | $5,453-78.1% | $6,407-81.3% |
| Admin fee / account holder | $146 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |