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 5-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 | $2,697 | $57,281-95.3% | $86,612-96.9% | $75,163-96.4% |
| Participation rate | 94.9% | 63.2%+31.7pp | 71.7%+23.2pp | 67.2%+27.7pp |
| Annual return | 22.45% | 2670.75%-2648.3pp | 591.07%-568.6pp | 160.62%-138.2pp |
| Employer contribution / active EE | $825 | $2,314-64.3% | $3,022-72.7% | $2,670-69.1% |
| Participant deferral / active EE | $776 | $3,318-76.6% | $4,438-82.5% | $4,125-81.2% |
| Admin fee / account holder | $295 | $4,112-92.8% | $5,614-94.7% | $5,651-94.8% |