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 | $3,530 | $165,984-97.9% | $164,813-97.9% | $145,922-97.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.73% | 100.03%-83.3pp | 69.93%-53.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,700 | $5,273-48.8% | $4,341-37.8% | $4,660-42.1% |
| Participant deferral / active EE | $60 | $6,959-99.1% | $6,031-99.0% | $6,688-99.1% |
| Admin fee / account holder | $9 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |