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 | $5,235 | $112,729-95.4% | $98,716-94.7% | $137,256-96.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 21.58% | 38.48%-16.9pp | 31.81%-10.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,019 | $2,725-62.6% | $2,279-55.3% | $4,156-75.5% |
| Participant deferral / active EE | $1,021 | $4,640-78.0% | $4,048-74.8% | $6,407-84.1% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |