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 | $10,011 | $183,519-94.5% | $155,509-93.6% | $145,922-93.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 136.60% | 61.17%+75.4pp | 64.67%+71.9pp | 561.29%-424.7pp |
| Employer contribution / active EE | $1,632 | $5,313-69.3% | $4,672-65.1% | $4,660-65.0% |
| Participant deferral / active EE | $1,690 | $6,462-73.8% | $5,626-70.0% | $6,688-74.7% |
| Admin fee / account holder | $290 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |