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 | $2,124 | $58,927-96.4% | $76,817-97.2% | $72,985-97.1% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 46.85% | 2305.64%-2258.8pp | 1166.11%-1119.3pp | 81.00%-34.2pp |
| Employer contribution / active EE | $355 | $1,787-80.1% | $2,302-84.6% | $2,440-85.4% |
| Participant deferral / active EE | $748 | $2,690-72.2% | $3,336-77.6% | $3,607-79.3% |
| Admin fee / account holder | $103 | $4,013-97.4% | $6,420-98.4% | $5,124-98.0% |