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 | $1,990 | $52,353-96.2% | $120,225-98.3% | $82,448-97.6% |
| Participation rate | 95.7% | 58.3%+37.3pp | 69.6%+26.1pp | 68.1%+27.6pp |
| Annual return | 33.78% | 61.85%-28.1pp | 439.23%-405.4pp | 41.64%-7.9pp |
| Employer contribution / active EE | $651 | $1,510-56.9% | $3,475-81.3% | $2,551-74.5% |
| Participant deferral / active EE | $661 | $2,627-74.8% | $3,999-83.5% | $4,139-84.0% |
| Admin fee / account holder | $92 | $4,363-97.9% | $5,696-98.4% | $7,234-98.7% |