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 | $2,989 | $69,207-95.7% | $64,056-95.3% | $139,434-97.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.69% | 45.88%-26.2pp | 33.69%-14.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $501 | $3,182-84.3% | $2,747-81.8% | $4,751-89.5% |
| Participant deferral / active EE | $579 | $4,682-87.6% | $3,880-85.1% | $6,710-91.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |