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 3-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 | $4,588 | $202,318-97.7% | $172,739-97.3% | $152,861-97.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 63.10% | 1029.65%-966.5pp | 802.84%-739.7pp | 345.32%-282.2pp |
| Employer contribution / active EE | $1,600 | $5,856-72.7% | $5,143-68.9% | $4,762-66.4% |
| Participant deferral / active EE | $1,600 | $5,948-73.1% | $5,198-69.2% | $5,850-72.7% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |