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 | $7,204 | $65,561-89.0% | $86,188-91.6% | $75,163-90.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.28% | 46.05%-28.8pp | 1168.45%-1151.2pp | 160.62%-143.3pp |
| Employer contribution / active EE | $587 | $1,553-62.2% | $2,380-75.3% | $2,670-78.0% |
| Participant deferral / active EE | $592 | $3,024-80.4% | $3,985-85.2% | $4,125-85.7% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |