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 | $5,037 | $115,770-95.6% | $101,248-95.0% | $158,922-96.8% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 46.02% | 56.14%-10.1pp | 46.47%-0.5pp | 302.83%-256.8pp |
| Employer contribution / active EE | $1,548 | $4,175-62.9% | $3,660-57.7% | $4,761-67.5% |
| Participant deferral / active EE | $263 | $4,957-94.7% | $4,370-94.0% | $5,982-95.6% |
| Admin fee / account holder | $10 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |