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 | $4,288 | $95,266-95.5% | $82,389-94.8% | $142,382-97.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 18.17% | 25.74%-7.6pp | 28.67%-10.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $663 | $2,991-77.8% | $2,517-73.7% | $4,299-84.6% |
| Participant deferral / active EE | $852 | $4,809-82.3% | $4,155-79.5% | $6,507-86.9% |
| Admin fee / account holder | $232 | $8,563-97.3% | $7,231-96.8% | $12,624-98.2% |