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 | $4,063 | $94,338-95.7% | $100,534-96.0% | $142,382-97.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 24.03% | 29.20%-5.2pp | 32.66%-8.6pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,068 | $4,237-74.8% | $4,346-75.4% | $4,299-75.2% |
| Participant deferral / active EE | $1,244 | $5,934-79.0% | $6,144-79.8% | $6,507-80.9% |
| Admin fee / account holder | $46 | $8,421-99.5% | $7,654-99.4% | $12,624-99.6% |