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 | $3,179 | $111,724-97.2% | $93,606-96.6% | $145,922-97.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.59% | 202.98%-187.4pp | 133.20%-117.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $584 | $3,090-81.1% | $2,420-75.9% | $4,660-87.5% |
| Participant deferral / active EE | $1,124 | $4,912-77.1% | $4,411-74.5% | $6,688-83.2% |
| Admin fee / account holder | $198 | $10,250-98.1% | $8,285-97.6% | $13,397-98.5% |