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 | $2,119 | $125,758-98.3% | $169,993-98.8% | $75,163-97.2% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 33.96% | 27.20%+6.8pp | 53.37%-19.4pp | 160.62%-126.7pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,384 | $6,837-79.8% | $10,408-86.7% | $4,125-66.4% |
| Admin fee / account holder | $33 | $8,173-99.6% | $12,815-99.7% | $5,651-99.4% |