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 | $2,220 | $202,432-98.9% | $169,368-98.7% | $139,434-98.4% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 26.88% | 531.74%-504.9pp | 405.60%-378.7pp | 372.94%-346.1pp |
| Employer contribution / active EE | $669 | $4,692-85.7% | $4,013-83.3% | $4,751-85.9% |
| Participant deferral / active EE | $790 | $6,938-88.6% | $6,221-87.3% | $6,710-88.2% |
| Admin fee / account holder | $133 | $10,708-98.8% | $9,003-98.5% | $11,403-98.8% |