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 | $4,565 | $175,202-97.4% | $149,673-97.0% | $139,434-96.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 18.32% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,515 | $5,474-72.3% | $4,818-68.6% | $4,751-68.1% |
| Participant deferral / active EE | $899 | $6,519-86.2% | $5,680-84.2% | $6,710-86.6% |
| Admin fee / account holder | $147 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |