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 | $3,198 | $100,004-96.8% | $81,438-96.1% | $145,959-97.8% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 15.43% | 34.34%-18.9pp | 24.74%-9.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $703 | $4,603-84.7% | $3,883-81.9% | $6,689-89.5% |
| Admin fee / account holder | $26 | $8,202-99.7% | $5,764-99.5% | $13,398-99.8% |