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 | $3,538 | $175,202-98.0% | $149,673-97.6% | $139,434-97.5% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 37.56% | 166.71%-129.2pp | 134.42%-96.9pp | 372.94%-335.4pp |
| Employer contribution / active EE | $1,253 | $5,474-77.1% | $4,818-74.0% | $4,751-73.6% |
| Participant deferral / active EE | $1,770 | $6,519-72.8% | $5,680-68.8% | $6,710-73.6% |
| Admin fee / account holder | $64 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |