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 7-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 | $3,171 | $98,750-96.8% | $149,696-97.9% | $79,858-96.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 101.57% | 27.43%+74.1pp | 276.60%-175.0pp | 31.71%+69.9pp |
| Employer contribution / active EE | $642 | $3,216-80.0% | $4,644-86.2% | $2,471-74.0% |
| Participant deferral / active EE | $1,331 | $5,680-76.6% | $6,842-80.5% | $3,740-64.4% |
| Admin fee / account holder | $89 | $6,053-98.5% | $9,309-99.0% | $5,306-98.3% |