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 | $904 | $102,966-99.1% | $90,281-99.0% | $152,861-99.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 240.64% | 95.16%+145.5pp | 78.10%+162.5pp | 345.32%-104.7pp |
| Employer contribution / active EE | $449 | $3,139-85.7% | $2,854-84.3% | $4,762-90.6% |
| Participant deferral / active EE | $679 | $4,281-84.1% | $3,885-82.5% | $5,850-88.4% |
| Admin fee / account holder | $2 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |