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 | $7,853 | $172,111-95.4% | $150,298-94.8% | $137,256-94.3% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 22.69% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,137 | $4,636-75.5% | $4,154-72.6% | $4,156-72.6% |
| Participant deferral / active EE | $1,159 | $6,166-81.2% | $5,453-78.8% | $6,407-81.9% |
| Admin fee / account holder | $29 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |