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 7-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 | $1,031 | $121,625-99.2% | $104,607-99.0% | $158,922-99.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 63.44% | 465.26%-401.8pp | 340.46%-277.0pp | 302.83%-239.4pp |
| Employer contribution / active EE | $239 | $3,163-92.4% | $2,681-91.1% | $4,761-95.0% |
| Participant deferral / active EE | $359 | $4,177-91.4% | $3,740-90.4% | $5,982-94.0% |
| Admin fee / account holder | $3 | $7,787-100.0% | $6,473-99.9% | $11,246-100.0% |