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 | $1,198 | $54,726-97.8% | $68,793-98.3% | $64,186-98.1% |
| Participation rate | 86.5% | 68.0%+18.5pp | 72.2%+14.3pp | 69.6%+16.9pp |
| Annual return | 5124.30% | -1.62%+5125.9pp | -4.63%+5128.9pp | 7.63%+5116.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $577 | $2,626-78.0% | $3,311-82.6% | $3,470-83.4% |
| Admin fee / account holder | $204 | $4,027-94.9% | $5,131-96.0% | $4,888-95.8% |