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 5-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 | $4,064 | $69,207-94.1% | $64,056-93.7% | $139,434-97.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.21% | 45.88%-25.7pp | 33.69%-13.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $825 | $3,182-74.1% | $2,747-70.0% | $4,751-82.6% |
| Participant deferral / active EE | $667 | $4,682-85.7% | $3,880-82.8% | $6,710-90.1% |
| Admin fee / account holder | $13 | $4,244-99.7% | $3,068-99.6% | $11,403-99.9% |