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 | $4,328 | $175,202-97.5% | $149,673-97.1% | $139,434-96.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 545.03% | 166.71%+378.3pp | 134.42%+410.6pp | 372.94%+172.1pp |
| Employer contribution / active EE | $1,129 | $5,474-79.4% | $4,818-76.6% | $4,751-76.2% |
| Participant deferral / active EE | $1,799 | $6,519-72.4% | $5,680-68.3% | $6,710-73.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |