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 | $3,206 | $100,754-96.8% | $86,677-96.3% | $134,475-97.6% |
| Participation rate | 86.4% | 78.9%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | 41.73% | 29.04%+12.7pp | 35.91%+5.8pp | 417.96%-376.2pp |
| Employer contribution / active EE | $752 | $3,489-78.4% | $2,836-73.5% | $4,740-84.1% |
| Participant deferral / active EE | $752 | $5,338-85.9% | $4,656-83.8% | $6,400-88.2% |
| Admin fee / account holder | $9 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |