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 | $1,633 | $159,602-99.0% | $150,045-98.9% | $142,382-98.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 51.98% | 70.24%-18.3pp | 62.55%-10.6pp | 217.08%-165.1pp |
| Employer contribution / active EE | $1,013 | $4,961-79.6% | $4,693-78.4% | $4,299-76.4% |
| Participant deferral / active EE | $1,486 | $8,310-82.1% | $7,997-81.4% | $6,507-77.2% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |