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 6-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 | $1,574 | $62,573-97.5% | $85,682-98.2% | $85,850-98.2% |
| Participation rate | 84.6% | 61.1%+23.5pp | 69.9%+14.8pp | 69.3%+15.3pp |
| Annual return | 15601.99% | 23.77%+15578.2pp | 21.49%+15580.5pp | 318.53%+15283.5pp |
| Employer contribution / active EE | $430 | $1,757-75.5% | $2,618-83.6% | $2,565-83.2% |
| Participant deferral / active EE | $733 | $2,802-73.8% | $3,923-81.3% | $3,952-81.4% |
| Admin fee / account holder | $13 | $4,640-99.7% | $6,873-99.8% | $6,260-99.8% |