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 | $1,253 | $102,966-98.8% | $90,281-98.6% | $152,861-99.2% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 41.23% | 95.16%-53.9pp | 78.10%-36.9pp | 345.32%-304.1pp |
| Employer contribution / active EE | $639 | $3,139-79.6% | $2,854-77.6% | $4,762-86.6% |
| Participant deferral / active EE | $642 | $4,281-85.0% | $3,885-83.5% | $5,850-89.0% |
| Admin fee / account holder | $39 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |