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 | $4,849 | $189,613-97.4% | $167,512-97.1% | $142,382-96.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.40% | 2024.68%-2003.3pp | 1615.79%-1594.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,073 | $4,349-75.3% | $3,882-72.4% | $4,299-75.0% |
| Participant deferral / active EE | $1,088 | $6,981-84.4% | $6,405-83.0% | $6,507-83.3% |
| Admin fee / account holder | $115 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |