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 | $2,391 | $90,348-97.4% | $75,972-96.9% | $145,922-98.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.48% | 620.88%-605.4pp | 359.55%-344.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $744 | $3,311-77.5% | $2,685-72.3% | $4,660-84.0% |
| Participant deferral / active EE | $744 | $5,162-85.6% | $4,255-82.5% | $6,688-88.9% |
| Admin fee / account holder | $266 | $8,467-96.9% | $6,467-95.9% | $13,397-98.0% |