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 | $2,288 | $100,773-97.7% | $88,946-97.4% | $142,382-98.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 23.76% | 70.18%-46.4pp | 57.82%-34.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $679 | $2,918-76.7% | $2,555-73.4% | $4,299-84.2% |
| Participant deferral / active EE | $811 | $5,230-84.5% | $4,581-82.3% | $6,507-87.5% |
| Admin fee / account holder | $268 | $9,693-97.2% | $8,261-96.8% | $12,624-97.9% |