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 | $8,144 | $126,574-93.6% | $106,213-92.3% | $145,922-94.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.32% | 224.79%-208.5pp | 116.14%-99.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,380 | $3,730-63.0% | $3,171-56.5% | $4,660-70.4% |
| Participant deferral / active EE | $1,533 | $5,724-73.2% | $5,016-69.4% | $6,688-77.1% |
| Admin fee / account holder | $25 | $17,304-99.9% | $11,033-99.8% | $13,397-99.8% |