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 8-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 | $2,514 | $105,931-97.6% | $81,930-96.9% | $158,922-98.4% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.0%+18.0pp | 82.0%+8.0pp |
| Annual return | 20.00% | 38.17%-18.2pp | 29.49%-9.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $372 | $7,800-95.2% | $4,310-91.4% | $4,761-92.2% |
| Participant deferral / active EE | $617 | $13,003-95.3% | $7,107-91.3% | $5,982-89.7% |
| Admin fee / account holder | $159 | $8,489-98.1% | $5,158-96.9% | $11,246-98.6% |