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 | $936 | $57,281-98.4% | $86,612-98.9% | $75,163-98.8% |
| Participation rate | 81.1% | 63.2%+17.9pp | 71.7%+9.4pp | 67.2%+13.9pp |
| Annual return | 36.78% | 2670.75%-2634.0pp | 591.07%-554.3pp | 160.62%-123.8pp |
| Employer contribution / active EE | $541 | $2,314-76.6% | $3,022-82.1% | $2,670-79.7% |
| Participant deferral / active EE | $625 | $3,318-81.2% | $4,438-85.9% | $4,125-84.9% |
| Admin fee / account holder | $126 | $4,112-96.9% | $5,614-97.8% | $5,651-97.8% |