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 | $4,101 | $77,314-94.7% | $177,989-97.7% | $80,856-94.9% |
| Participation rate | 91.2% | 65.7%+25.5pp | 77.1%+14.1pp | 67.6%+23.5pp |
| Annual return | 13.80% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $718 | $2,292-68.7% | $3,949-81.8% | $2,755-73.9% |
| Participant deferral / active EE | $1,393 | $4,411-68.4% | $6,276-77.8% | $4,296-67.6% |
| Admin fee / account holder | $252 | $7,191-96.5% | $10,363-97.6% | $6,918-96.4% |