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 | $1,653 | $95,561-98.3% | $77,163-97.9% | $139,434-98.8% |
| Participation rate | 91.7% | 73.9%+17.7pp | 69.6%+22.1pp | 80.3%+11.3pp |
| Annual return | 44.31% | 54.92%-10.6pp | 37.87%+6.4pp | 372.94%-328.6pp |
| Employer contribution / active EE | $548 | $3,147-82.6% | $2,535-78.4% | $4,751-88.5% |
| Participant deferral / active EE | $630 | $4,624-86.4% | $3,833-83.6% | $6,710-90.6% |
| Admin fee / account holder | $8 | $8,295-99.9% | $5,472-99.9% | $11,403-99.9% |