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 7-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 | $1,835 | $102,828-98.2% | $105,387-98.3% | $152,861-98.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.87% | 20.85%-2.0pp | 26.82%-8.0pp | 345.32%-326.4pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $353 | $5,465-93.5% | $5,502-93.6% | $5,850-94.0% |
| Admin fee / account holder | $64 | $8,683-99.3% | $6,559-99.0% | $11,596-99.4% |