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 3-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 | $1,203 | $72,400-98.3% | $67,502-98.2% | $145,922-99.2% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 19.24% | 7182.46%-7163.2pp | 3512.12%-3492.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $681 | $3,069-77.8% | $2,731-75.1% | $4,660-85.4% |
| Participant deferral / active EE | $805 | $4,783-83.2% | $4,000-79.9% | $6,688-88.0% |
| Admin fee / account holder | $158 | $5,539-97.1% | $3,998-96.0% | $13,397-98.8% |