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 | $5,668 | $112,096-94.9% | $95,952-94.1% | $158,922-96.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 32.98% | 171.09%-138.1pp | 91.61%-58.6pp | 302.83%-269.8pp |
| Employer contribution / active EE | $972 | $3,198-69.6% | $2,541-61.7% | $4,761-79.6% |
| Participant deferral / active EE | $1,458 | $4,784-69.5% | $4,167-65.0% | $5,982-75.6% |
| Admin fee / account holder | $28 | $10,130-99.7% | $6,795-99.6% | $11,246-99.8% |