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 | $4,574 | $148,534-96.9% | $135,903-96.6% | $139,434-96.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.09% | 79.19%-33.1pp | 68.23%-22.1pp | 372.94%-326.9pp |
| Employer contribution / active EE | $1,274 | $5,243-75.7% | $4,856-73.8% | $4,751-73.2% |
| Participant deferral / active EE | $1,592 | $8,100-80.4% | $7,758-79.5% | $6,710-76.3% |
| Admin fee / account holder | $5 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |