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 | $3,848 | $96,305-96.0% | $80,569-95.2% | $139,434-97.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.93% | 1350.08%-1328.2pp | 935.43%-913.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $454 | $3,262-86.1% | $2,723-83.3% | $4,751-90.5% |
| Participant deferral / active EE | $459 | $5,232-91.2% | $4,447-89.7% | $6,710-93.2% |
| Admin fee / account holder | $6 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |