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 | $4,299 | $132,634-96.8% | $115,768-96.3% | $137,256-96.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 23.72% | 160.70%-137.0pp | 100.46%-76.7pp | 220.34%-196.6pp |
| Employer contribution / active EE | $659 | $3,360-80.4% | $2,940-77.6% | $4,156-84.1% |
| Participant deferral / active EE | $902 | $5,619-83.9% | $4,917-81.7% | $6,407-85.9% |
| Admin fee / account holder | $7 | $15,028-100.0% | $12,439-99.9% | $12,270-99.9% |