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 | $3,765 | $100,773-96.3% | $88,946-95.8% | $142,382-97.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.11% | 70.18%-58.1pp | 57.82%-45.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $618 | $2,918-78.8% | $2,555-75.8% | $4,299-85.6% |
| Participant deferral / active EE | $768 | $5,230-85.3% | $4,581-83.2% | $6,507-88.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |