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 | $6,833 | $189,613-96.4% | $167,512-95.9% | $142,382-95.2% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 21.86% | 2024.68%-2002.8pp | 1615.79%-1593.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $578 | $4,349-86.7% | $3,882-85.1% | $4,299-86.6% |
| Participant deferral / active EE | $865 | $6,981-87.6% | $6,405-86.5% | $6,507-86.7% |
| Admin fee / account holder | $13 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |