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 6-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 | $4,363 | $112,881-96.1% | $90,951-95.2% | $158,922-97.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 27.92% | 215.79%-187.9pp | 134.60%-106.7pp | 302.83%-274.9pp |
| Employer contribution / active EE | $526 | $2,893-81.8% | $2,122-75.2% | $4,761-89.0% |
| Participant deferral / active EE | $795 | $4,128-80.7% | $3,373-76.4% | $5,982-86.7% |
| Admin fee / account holder | $22 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |