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 | $392 | $85,022-99.5% | $70,515-99.4% | $139,434-99.7% |
| Participation rate | 85.0% | 73.9%+11.1pp | 68.3%+16.7pp | 80.3%+4.7pp |
| Annual return | 38.14% | 30.38%+7.8pp | 32.77%+5.4pp | 372.94%-334.8pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $232 | $5,890-96.1% | $4,567-94.9% | $6,710-96.5% |
| Admin fee / account holder | $49 | $8,906-99.5% | $6,412-99.2% | $11,403-99.6% |