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 8-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 | $1,057 | $102,966-99.0% | $90,281-98.8% | $152,861-99.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 53.30% | 95.16%-41.9pp | 78.10%-24.8pp | 345.32%-292.0pp |
| Employer contribution / active EE | $493 | $3,139-84.3% | $2,854-82.7% | $4,762-89.7% |
| Participant deferral / active EE | $749 | $4,281-82.5% | $3,885-80.7% | $5,850-87.2% |
| Admin fee / account holder | $3 | $6,171-100.0% | $5,351-99.9% | $11,596-100.0% |