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 | $4,344 | $148,534-97.1% | $135,903-96.8% | $139,434-96.9% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 56.74% | 79.19%-22.5pp | 68.23%-11.5pp | 372.94%-316.2pp |
| Employer contribution / active EE | $2,072 | $5,243-60.5% | $4,856-57.3% | $4,751-56.4% |
| Participant deferral / active EE | $2,074 | $8,100-74.4% | $7,758-73.3% | $6,710-69.1% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |