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 | $2,611 | $148,534-98.2% | $135,903-98.1% | $139,434-98.1% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 58.42% | 79.19%-20.8pp | 68.23%-9.8pp | 372.94%-314.5pp |
| Employer contribution / active EE | $1,106 | $5,243-78.9% | $4,856-77.2% | $4,751-76.7% |
| Participant deferral / active EE | $1,117 | $8,100-86.2% | $7,758-85.6% | $6,710-83.3% |
| Admin fee / account holder | $45 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |