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 | $3,623 | $175,202-97.9% | $149,673-97.6% | $139,434-97.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 44.04% | 166.71%-122.7pp | 134.42%-90.4pp | 372.94%-328.9pp |
| Employer contribution / active EE | $1,611 | $5,474-70.6% | $4,818-66.6% | $4,751-66.1% |
| Participant deferral / active EE | $1,513 | $6,519-76.8% | $5,680-73.4% | $6,710-77.5% |
| Admin fee / account holder | $5 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |