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 | $1,282 | $102,966-98.8% | $90,281-98.6% | $152,861-99.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 58.25% | 95.16%-36.9pp | 78.10%-19.8pp | 345.32%-287.1pp |
| Employer contribution / active EE | $415 | $3,139-86.8% | $2,854-85.5% | $4,762-91.3% |
| Participant deferral / active EE | $553 | $4,281-87.1% | $3,885-85.8% | $5,850-90.5% |
| Admin fee / account holder | $3 | $6,171-100.0% | $5,351-99.9% | $11,596-100.0% |