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 | $2,281 | $96,305-97.6% | $80,569-97.2% | $139,434-98.4% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 30.76% | 1350.08%-1319.3pp | 935.43%-904.7pp | 372.94%-342.2pp |
| Employer contribution / active EE | $641 | $3,262-80.4% | $2,723-76.5% | $4,751-86.5% |
| Participant deferral / active EE | $754 | $5,232-85.6% | $4,447-83.1% | $6,710-88.8% |
| Admin fee / account holder | $295 | $6,599-95.5% | $5,377-94.5% | $11,403-97.4% |