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 | $4,337 | $175,202-97.5% | $149,673-97.1% | $139,434-96.9% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 20.43% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,723 | $6,519-73.6% | $5,680-69.7% | $6,710-74.3% |
| Admin fee / account holder | $105 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |