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 | $1,665 | $106,515-98.4% | $96,683-98.3% | $139,434-98.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.97% | 38.43%-12.5pp | 35.69%-9.7pp | 372.94%-347.0pp |
| Employer contribution / active EE | $979 | $4,103-76.1% | $3,737-73.8% | $4,751-79.4% |
| Participant deferral / active EE | $1,094 | $5,454-79.9% | $4,878-77.6% | $6,710-83.7% |
| Admin fee / account holder | $33 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |