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 5-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 | $1,429 | $126,574-98.9% | $106,213-98.7% | $145,922-99.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.59% | 224.79%-214.2pp | 116.14%-105.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $839 | $3,730-77.5% | $3,171-73.5% | $4,660-82.0% |
| Participant deferral / active EE | $839 | $5,724-85.3% | $5,016-83.3% | $6,688-87.5% |
| Admin fee / account holder | $3 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |