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 | $744 | $94,752-99.2% | $112,887-99.3% | $139,434-99.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 42.78% | 40.88%+1.9pp | 34.10%+8.7pp | 372.94%-330.2pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $724 | $6,512-88.9% | $6,513-88.9% | $6,710-89.2% |
| Admin fee / account holder | $74 | $8,527-99.1% | $7,047-99.0% | $11,403-99.4% |