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 | $2,420 | $117,983-97.9% | $101,794-97.6% | $142,382-98.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 23.44% | 36.92%-13.5pp | 30.53%-7.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $603 | $2,773-78.3% | $2,289-73.7% | $4,299-86.0% |
| Participant deferral / active EE | $763 | $4,714-83.8% | $4,084-81.3% | $6,507-88.3% |
| Admin fee / account holder | $23 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |