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 | $11,041 | $159,901-93.1% | $146,958-92.5% | $145,922-92.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.91% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,465 | $5,286-53.4% | $4,933-50.0% | $4,660-47.1% |
| Participant deferral / active EE | $333 | $8,428-96.0% | $8,070-95.9% | $6,688-95.0% |
| Admin fee / account holder | $232 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |