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 | $6,736 | $210,648-96.8% | $177,989-96.2% | $145,922-95.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.72% | 385.86%-373.1pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,122 | $4,565-53.5% | $3,949-46.3% | $4,660-54.5% |
| Participant deferral / active EE | $634 | $6,958-90.9% | $6,276-89.9% | $6,688-90.5% |
| Admin fee / account holder | $8 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |