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 5-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 | $4,825 | $96,635-95.0% | $86,612-94.4% | $139,434-96.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.33% | 106.41%-84.1pp | 591.07%-568.7pp | 372.94%-350.6pp |
| Employer contribution / active EE | $735 | $3,263-77.5% | $3,022-75.7% | $4,751-84.5% |
| Participant deferral / active EE | $735 | $4,836-84.8% | $4,438-83.4% | $6,710-89.1% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |