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 | $1,307 | $112,881-98.8% | $90,951-98.6% | $158,922-99.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 54.66% | 215.79%-161.1pp | 134.60%-79.9pp | 302.83%-248.2pp |
| Employer contribution / active EE | $523 | $2,893-81.9% | $2,122-75.4% | $4,761-89.0% |
| Participant deferral / active EE | $682 | $4,128-83.5% | $3,373-79.8% | $5,982-88.6% |
| Admin fee / account holder | $3 | $8,041-100.0% | $5,959-99.9% | $11,246-100.0% |