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 | $7,640 | $114,381-93.3% | $107,525-92.9% | $142,382-94.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.23% | 242.71%-219.5pp | 181.32%-158.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $999 | $4,015-75.1% | $3,754-73.4% | $4,299-76.8% |
| Participant deferral / active EE | $1,049 | $5,564-81.1% | $5,116-79.5% | $6,507-83.9% |
| Admin fee / account holder | $14 | $9,860-99.9% | $8,919-99.8% | $12,624-99.9% |