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 | $3,009 | $104,664-97.1% | $85,682-96.5% | $167,490-98.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.58% | 21.45%-10.9pp | 21.49%-10.9pp | 478.56%-468.0pp |
| Employer contribution / active EE | $723 | $3,337-78.3% | $2,618-72.4% | $4,837-85.1% |
| Participant deferral / active EE | $1,117 | $4,824-76.9% | $3,923-71.5% | $6,341-82.4% |
| Admin fee / account holder | $235 | $10,032-97.7% | $6,873-96.6% | $12,309-98.1% |