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 | $8,823 | $159,901-94.5% | $146,958-94.0% | $145,922-94.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.02% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,213 | $5,286-77.1% | $4,933-75.4% | $4,660-74.0% |
| Participant deferral / active EE | $1,482 | $8,428-82.4% | $8,070-81.6% | $6,688-77.8% |
| Admin fee / account holder | $12 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |