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 | $97,125-97.6% | $86,233-97.3% | $137,256-98.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 23.76% | 74.19%-50.4pp | 61.39%-37.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $679 | $2,841-76.1% | $2,504-72.9% | $4,156-83.7% |
| Participant deferral / active EE | $811 | $5,180-84.3% | $4,559-82.2% | $6,407-87.3% |
| Admin fee / account holder | $268 | $9,725-97.2% | $8,342-96.8% | $12,270-97.8% |