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 | $2,882 | $202,432-98.6% | $169,368-98.3% | $139,434-97.9% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 29.55% | 531.74%-502.2pp | 405.60%-376.1pp | 372.94%-343.4pp |
| Employer contribution / active EE | $703 | $4,692-85.0% | $4,013-82.5% | $4,751-85.2% |
| Participant deferral / active EE | $920 | $6,938-86.7% | $6,221-85.2% | $6,710-86.3% |
| Admin fee / account holder | $107 | $10,708-99.0% | $9,003-98.8% | $11,403-99.1% |