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 | $2,652 | $138,044-98.1% | $125,339-97.9% | $134,475-98.0% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -20.44% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $969 | $5,243-81.5% | $4,814-79.9% | $4,740-79.6% |
| Participant deferral / active EE | $840 | $7,799-89.2% | $7,446-88.7% | $6,400-86.9% |
| Admin fee / account holder | $224 | $11,571-98.1% | $10,010-97.8% | $11,426-98.0% |