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 | $4,607 | $127,065-96.4% | $113,168-95.9% | $142,382-96.8% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 18.41% | 24.03%-5.6pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $825 | $3,442-76.0% | $2,975-72.3% | $4,299-80.8% |
| Participant deferral / active EE | $1,136 | $5,716-80.1% | $5,107-77.7% | $6,507-82.5% |
| Admin fee / account holder | $242 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |