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 | $2,301 | $105,126-97.8% | $94,646-97.6% | $139,434-98.3% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 77.81% | 38.03%+39.8pp | 156.71%-78.9pp | 372.94%-295.1pp |
| Employer contribution / active EE | $958 | $4,106-76.7% | $3,672-73.9% | $4,751-79.8% |
| Participant deferral / active EE | $1,180 | $7,599-84.5% | $7,418-84.1% | $6,710-82.4% |
| Admin fee / account holder | $5 | $8,984-99.9% | $7,231-99.9% | $11,403-100.0% |