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 | $5,107 | $93,571-94.5% | $135,903-96.2% | $75,163-93.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 19.37% | 30.90%-11.5pp | 68.23%-48.9pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,001 | $3,537-71.7% | $4,856-79.4% | $2,670-62.5% |
| Participant deferral / active EE | $2,383 | $6,404-62.8% | $7,758-69.3% | $4,125-42.2% |
| Admin fee / account holder | $233 | $6,975-96.7% | $10,762-97.8% | $5,651-95.9% |