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 | $4,678 | $105,126-95.6% | $94,646-95.1% | $139,434-96.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.60% | 38.03%-15.4pp | 156.71%-134.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,296 | $4,106-68.4% | $3,672-64.7% | $4,751-72.7% |
| Participant deferral / active EE | $1,529 | $7,599-79.9% | $7,418-79.4% | $6,710-77.2% |
| Admin fee / account holder | $115 | $8,984-98.7% | $7,231-98.4% | $11,403-99.0% |