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 | $9,938 | $201,272-95.1% | $184,203-94.6% | $145,922-93.2% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 18.62% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,815 | $7,022-74.1% | $6,427-71.8% | $4,660-61.0% |
| Participant deferral / active EE | $2,052 | $9,806-79.1% | $9,131-77.5% | $6,688-69.3% |
| Admin fee / account holder | $91 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |