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 | $3,796 | $124,185-96.9% | $108,410-96.5% | $167,490-97.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.93% | 1379.64%-1353.7pp | 905.27%-879.3pp | 478.56%-452.6pp |
| Employer contribution / active EE | $1,460 | $4,187-65.1% | $3,558-59.0% | $4,837-69.8% |
| Participant deferral / active EE | $2,190 | $6,908-68.3% | $6,563-66.6% | $6,341-65.5% |
| Admin fee / account holder | $8 | $9,455-99.9% | $7,295-99.9% | $12,309-99.9% |