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 | $5,837 | $148,534-96.1% | $135,903-95.7% | $139,434-95.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.51% | 79.19%-47.7pp | 68.23%-36.7pp | 372.94%-341.4pp |
| Employer contribution / active EE | $1,465 | $5,243-72.1% | $4,856-69.8% | $4,751-69.2% |
| Participant deferral / active EE | $1,676 | $8,100-79.3% | $7,758-78.4% | $6,710-75.0% |
| Admin fee / account holder | $6 | $12,400-100.0% | $10,762-99.9% | $11,403-99.9% |