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 | $4,456 | $102,317-95.6% | $146,958-97.0% | $80,856-94.5% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 13.90% | 134.76%-120.9pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,075 | $3,713-71.0% | $4,933-78.2% | $2,755-61.0% |
| Participant deferral / active EE | $1,223 | $6,644-81.6% | $8,070-84.8% | $4,296-71.5% |
| Admin fee / account holder | $92 | $7,941-98.8% | $12,998-99.3% | $6,918-98.7% |