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 3-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 | $1,552 | $104,974-98.5% | $95,585-98.4% | $142,382-98.9% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 25.09% | 210.33%-185.2pp | 38.56%-13.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $585 | $2,779-79.0% | $2,527-76.9% | $4,299-86.4% |
| Participant deferral / active EE | $637 | $4,352-85.4% | $4,023-84.2% | $6,507-90.2% |
| Admin fee / account holder | $22 | $6,386-99.7% | $6,127-99.6% | $12,624-99.8% |