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 | $923 | $85,022-98.9% | $70,515-98.7% | $139,434-99.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 30.00% | 30.38%-0.4pp | 32.77%-2.8pp | 372.94%-342.9pp |
| Employer contribution / active EE | $748 | $3,909-80.9% | $2,973-74.9% | $4,751-84.3% |
| Participant deferral / active EE | $748 | $5,890-87.3% | $4,567-83.6% | $6,710-88.9% |
| Admin fee / account holder | $7 | $8,906-99.9% | $6,412-99.9% | $11,403-99.9% |