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 | $15,243 | $165,984-90.8% | $164,813-90.8% | $145,922-89.6% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 12.12% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,208 | $5,273-77.1% | $4,341-72.2% | $4,660-74.1% |
| Participant deferral / active EE | $707 | $6,959-89.8% | $6,031-88.3% | $6,688-89.4% |
| Admin fee / account holder | $173 | $16,648-99.0% | $12,690-98.6% | $13,397-98.7% |