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 | $1,585 | $111,724-98.6% | $93,606-98.3% | $145,922-98.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 19.18% | 202.98%-183.8pp | 133.20%-114.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $666 | $3,090-78.4% | $2,420-72.5% | $4,660-85.7% |
| Participant deferral / active EE | $1,026 | $4,912-79.1% | $4,411-76.7% | $6,688-84.7% |
| Admin fee / account holder | $103 | $10,250-99.0% | $8,285-98.8% | $13,397-99.2% |