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 | $14,962 | $183,519-91.8% | $155,509-90.4% | $145,922-89.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.93% | 61.17%-35.2pp | 64.67%-38.7pp | 561.29%-535.4pp |
| Employer contribution / active EE | $1,279 | $5,313-75.9% | $4,672-72.6% | $4,660-72.6% |
| Participant deferral / active EE | $1,279 | $6,462-80.2% | $5,626-77.3% | $6,688-80.9% |
| Admin fee / account holder | $10 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |