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 6-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 | $2,379 | $106,890-97.8% | $84,015-97.2% | $152,861-98.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 34.72% | 104.99%-70.3pp | 71.31%-36.6pp | 345.32%-310.6pp |
| Employer contribution / active EE | $412 | $2,734-85.0% | $1,983-79.3% | $4,762-91.4% |
| Participant deferral / active EE | $611 | $4,011-84.8% | $3,239-81.1% | $5,850-89.6% |
| Admin fee / account holder | $11 | $8,285-99.9% | $6,101-99.8% | $11,596-99.9% |