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 | $2,280 | $104,907-97.8% | $84,611-97.3% | $152,861-98.5% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 36.27% | 373.79%-337.5pp | 258.74%-222.5pp | 345.32%-309.1pp |
| Employer contribution / active EE | $304 | $3,302-90.8% | $2,652-88.5% | $4,762-93.6% |
| Participant deferral / active EE | $581 | $4,688-87.6% | $3,899-85.1% | $5,850-90.1% |
| Admin fee / account holder | $7 | $6,241-99.9% | $4,912-99.9% | $11,596-99.9% |