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 6-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 | $3,209 | $105,126-96.9% | $94,646-96.6% | $139,434-97.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 93.27% | 38.03%+55.2pp | 156.71%-63.4pp | 372.94%-279.7pp |
| Employer contribution / active EE | $726 | $4,106-82.3% | $3,672-80.2% | $4,751-84.7% |
| Participant deferral / active EE | $1,863 | $7,599-75.5% | $7,418-74.9% | $6,710-72.2% |
| Admin fee / account holder | $2 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |