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 | $2,917 | $68,097-95.7% | $62,929-95.4% | $137,256-97.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.56% | 1859.11%-1837.6pp | 1063.93%-1042.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $536 | $2,811-80.9% | $2,505-78.6% | $4,156-87.1% |
| Participant deferral / active EE | $536 | $4,553-88.2% | $3,888-86.2% | $6,407-91.6% |
| Admin fee / account holder | $13 | $6,521-99.8% | $5,065-99.7% | $12,270-99.9% |