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 | $8,929 | $175,202-94.9% | $149,673-94.0% | $139,434-93.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.39% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,120 | $5,474-79.5% | $4,818-76.8% | $4,751-76.4% |
| Participant deferral / active EE | $1,250 | $6,519-80.8% | $5,680-78.0% | $6,710-81.4% |
| Admin fee / account holder | $67 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |