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 | $1,284 | $76,407-98.3% | $150,298-99.1% | $82,448-98.4% |
| Participation rate | 93.8% | 66.4%+27.4pp | 77.8%+16.0pp | 68.1%+25.7pp |
| Annual return | 26.86% | 39.99%-13.1pp | 62.79%-35.9pp | 41.64%-14.8pp |
| Employer contribution / active EE | $548 | $2,614-79.0% | $4,154-86.8% | $2,551-78.5% |
| Participant deferral / active EE | $590 | $3,214-81.7% | $5,453-89.2% | $4,139-85.8% |
| Admin fee / account holder | $103 | $6,352-98.4% | $14,116-99.3% | $7,234-98.6% |