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 6-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 | $11,145 | $189,613-94.1% | $167,512-93.3% | $142,382-92.2% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 18.32% | 2024.68%-2006.4pp | 1615.79%-1597.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $686 | $4,349-84.2% | $3,882-82.3% | $4,299-84.0% |
| Participant deferral / active EE | $1,163 | $6,981-83.3% | $6,405-81.8% | $6,507-82.1% |
| Admin fee / account holder | $90 | $10,528-99.1% | $9,769-99.1% | $12,624-99.3% |