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 | $5,771 | $117,983-95.1% | $101,794-94.3% | $142,382-95.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 57.48% | 36.92%+20.6pp | 30.53%+27.0pp | 217.08%-159.6pp |
| Employer contribution / active EE | $519 | $2,773-81.3% | $2,289-77.3% | $4,299-87.9% |
| Participant deferral / active EE | $601 | $4,714-87.2% | $4,084-85.3% | $6,507-90.8% |
| Admin fee / account holder | $27 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |