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 3-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 | $4,157 | $108,919-96.2% | $100,391-95.9% | $145,922-97.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.22% | 57.88%-39.7pp | 49.20%-31.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,035 | $4,419-76.6% | $3,942-73.7% | $4,660-77.8% |
| Participant deferral / active EE | $1,236 | $8,445-85.4% | $8,082-84.7% | $6,688-81.5% |
| Admin fee / account holder | $12 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |