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 | $2,009 | $70,756-97.2% | $65,493-96.9% | $142,382-98.6% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.1%-7.4pp |
| Annual return | 34.82% | 1754.89%-1720.1pp | 982.45%-947.6pp | 217.08%-182.3pp |
| Employer contribution / active EE | $333 | $2,881-88.4% | $2,574-87.1% | $4,299-92.3% |
| Participant deferral / active EE | $601 | $4,637-87.0% | $3,961-84.8% | $6,507-90.8% |
| Admin fee / account holder | $10 | $6,559-99.9% | $5,028-99.8% | $12,624-99.9% |