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 | $2,701 | $148,534-98.2% | $135,903-98.0% | $139,434-98.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.16% | 79.19%-43.0pp | 68.23%-32.1pp | 372.94%-336.8pp |
| Employer contribution / active EE | $1,080 | $5,243-79.4% | $4,856-77.8% | $4,751-77.3% |
| Participant deferral / active EE | $1,637 | $8,100-79.8% | $7,758-78.9% | $6,710-75.6% |
| Admin fee / account holder | $26 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |