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 | $4,354 | $159,901-97.3% | $146,958-97.0% | $145,922-97.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.84% | 98.13%-71.3pp | 418.34%-391.5pp | 561.29%-534.4pp |
| Employer contribution / active EE | $1,633 | $5,286-69.1% | $4,933-66.9% | $4,660-64.9% |
| Participant deferral / active EE | $2,256 | $8,428-73.2% | $8,070-72.0% | $6,688-66.3% |
| Admin fee / account holder | $212 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |