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 | $10,725 | $209,336-94.9% | $197,124-94.6% | $137,256-92.2% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 14.89% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,487 | $6,591-77.4% | $6,227-76.1% | $4,156-64.2% |
| Participant deferral / active EE | $1,830 | $9,614-81.0% | $9,135-80.0% | $6,407-71.4% |
| Admin fee / account holder | $188 | $17,308-98.9% | $16,298-98.8% | $12,270-98.5% |