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 | $3,753 | $214,378-98.2% | $200,582-98.1% | $142,382-97.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.85% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,452 | $6,841-78.8% | $6,419-77.4% | $4,299-66.2% |
| Participant deferral / active EE | $1,659 | $9,865-83.2% | $9,331-82.2% | $6,507-74.5% |
| Admin fee / account holder | $59 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |