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 | $1,901 | $202,318-99.1% | $172,739-98.9% | $152,861-98.8% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 30.35% | 1029.65%-999.3pp | 802.84%-772.5pp | 345.32%-315.0pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,321 | $5,948-77.8% | $5,198-74.6% | $5,850-77.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |