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 | $4,489 | $110,257-95.9% | $96,544-95.4% | $139,434-96.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 73.01% | 26.32%+46.7pp | 25.84%+47.2pp | 372.94%-299.9pp |
| Employer contribution / active EE | $1,134 | $3,620-68.7% | $2,965-61.7% | $4,751-76.1% |
| Participant deferral / active EE | $1,464 | $5,548-73.6% | $4,851-69.8% | $6,710-78.2% |
| Admin fee / account holder | $60 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |