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 | $5,537 | $159,602-96.5% | $150,045-96.3% | $142,382-96.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.29% | 70.24%-47.9pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,218 | $4,961-75.4% | $4,693-74.0% | $4,299-71.7% |
| Participant deferral / active EE | $2,019 | $8,310-75.7% | $7,997-74.8% | $6,507-69.0% |
| Admin fee / account holder | $79 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |