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 | $5,228 | $97,744-94.7% | $103,476-94.9% | $145,922-96.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 29.49% | 25.41%+4.1pp | 23.90%+5.6pp | 561.29%-531.8pp |
| Employer contribution / active EE | $1,463 | $4,677-68.7% | $4,672-68.7% | $4,660-68.6% |
| Participant deferral / active EE | $845 | $6,603-87.2% | $6,623-87.2% | $6,688-87.4% |
| Admin fee / account holder | $6 | $12,515-100.0% | $9,413-99.9% | $13,397-100.0% |