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 | $1,968 | $88,751-97.8% | $81,812-97.6% | $145,922-98.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.90% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $623 | $3,083-79.8% | $2,912-78.6% | $4,660-86.6% |
| Participant deferral / active EE | $187 | $4,643-96.0% | $4,319-95.7% | $6,688-97.2% |
| Admin fee / account holder | $68 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |