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 3-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 | $1,124 | $97,125-98.8% | $86,233-98.7% | $137,256-99.2% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 16.85% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $109 | $5,180-97.9% | $4,559-97.6% | $6,407-98.3% |
| Admin fee / account holder | $227 | $9,725-97.7% | $8,342-97.3% | $12,270-98.2% |