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 | $2,687 | $100,773-97.3% | $88,946-97.0% | $142,382-98.1% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 23.07% | 70.18%-47.1pp | 57.82%-34.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $391 | $2,918-86.6% | $2,555-84.7% | $4,299-90.9% |
| Participant deferral / active EE | $830 | $5,230-84.1% | $4,581-81.9% | $6,507-87.2% |
| Admin fee / account holder | $14 | $9,693-99.9% | $8,261-99.8% | $12,624-99.9% |