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 | $243 | $57,590-99.6% | $86,233-99.7% | $82,448-99.7% |
| Participation rate | 85.5% | 57.9%+27.6pp | 69.0%+16.4pp | 68.1%+17.4pp |
| Annual return | 19.28% | 22.41%-3.1pp | 61.39%-42.1pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $154 | $3,080-95.0% | $4,559-96.6% | $4,139-96.3% |
| Admin fee / account holder | $176 | $4,730-96.3% | $8,342-97.9% | $7,234-97.6% |