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 | $4,230 | $117,983-96.4% | $101,794-95.8% | $142,382-97.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 18.19% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,179 | $2,773-57.5% | $2,289-48.5% | $4,299-72.6% |
| Participant deferral / active EE | $1,037 | $4,714-78.0% | $4,084-74.6% | $6,507-84.1% |
| Admin fee / account holder | $294 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |