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 9-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 | $8,861 | $102,317-91.3% | $146,958-94.0% | $80,856-89.0% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.7pp | 67.6%+24.3pp |
| Annual return | 16.12% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $973 | $3,713-73.8% | $4,933-80.3% | $2,755-64.7% |
| Participant deferral / active EE | $2,254 | $6,644-66.1% | $8,070-72.1% | $4,296-47.5% |
| Admin fee / account holder | $119 | $7,941-98.5% | $12,998-99.1% | $6,918-98.3% |