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 | $4,841 | $106,515-95.5% | $96,683-95.0% | $139,434-96.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 28.03% | 38.43%-10.4pp | 35.69%-7.7pp | 372.94%-344.9pp |
| Employer contribution / active EE | $1,067 | $4,103-74.0% | $3,737-71.4% | $4,751-77.5% |
| Participant deferral / active EE | $1,163 | $5,454-78.7% | $4,878-76.2% | $6,710-82.7% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |