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 | $2,068 | $97,744-97.9% | $103,476-98.0% | $145,922-98.6% |
| Participation rate | 70.0% | 81.1%-11.1pp | 80.5%-10.5pp | 80.3%-10.3pp |
| Annual return | 15.31% | 25.41%-10.1pp | 23.90%-8.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $247 | $6,603-96.3% | $6,623-96.3% | $6,688-96.3% |
| Admin fee / account holder | $220 | $12,515-98.2% | $9,413-97.7% | $13,397-98.4% |