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 | $8,490 | $189,613-95.5% | $167,512-94.9% | $142,382-94.0% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.1%+7.6pp | 80.1%+4.5pp |
| Annual return | 18.69% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $665 | $4,349-84.7% | $3,882-82.9% | $4,299-84.5% |
| Participant deferral / active EE | $1,109 | $6,981-84.1% | $6,405-82.7% | $6,507-83.0% |
| Admin fee / account holder | $92 | $10,528-99.1% | $9,769-99.1% | $12,624-99.3% |