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 8-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 | $3,001 | $121,625-97.5% | $104,607-97.1% | $158,922-98.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 20.08% | 465.26%-445.2pp | 340.46%-320.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $462 | $3,163-85.4% | $2,681-82.8% | $4,761-90.3% |
| Participant deferral / active EE | $660 | $4,177-84.2% | $3,740-82.4% | $5,982-89.0% |
| Admin fee / account holder | $11 | $7,787-99.9% | $6,473-99.8% | $11,246-99.9% |