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 5-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 | $1,015 | $90,600-98.9% | $79,464-98.7% | $135,375-99.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 3.17% | 977.43%-974.3pp | 718.14%-715.0pp | 519.73%-516.6pp |
| Employer contribution / active EE | $315 | $3,068-89.7% | $2,800-88.8% | $4,779-93.4% |
| Participant deferral / active EE | $472 | $4,050-88.3% | $3,704-87.3% | $5,609-91.6% |
| Admin fee / account holder | $3 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |