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 | $2,310 | $99,918-97.7% | $81,382-97.2% | $145,922-98.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 17.72% | 34.32%-16.6pp | 24.73%-7.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $708 | $2,978-76.2% | $2,463-71.3% | $4,660-84.8% |
| Participant deferral / active EE | $827 | $4,605-82.0% | $3,883-78.7% | $6,688-87.6% |
| Admin fee / account holder | $123 | $8,212-98.5% | $5,768-97.9% | $13,397-99.1% |