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 7-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 | $2,781 | $124,281-97.8% | $109,143-97.5% | $167,490-98.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.81% | 26.04%-5.2pp | 25.75%-4.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $818 | $4,207-80.6% | $3,722-78.0% | $4,837-83.1% |
| Participant deferral / active EE | $1,169 | $5,255-77.8% | $4,653-74.9% | $6,341-81.6% |
| Admin fee / account holder | $20 | $7,970-99.8% | $6,752-99.7% | $12,309-99.8% |