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 | $1,787 | $114,047-98.4% | $96,139-98.1% | $167,490-98.9% |
| Participation rate | 86.4% | 75.1%+11.3pp | 68.4%+17.9pp | 82.1%+4.3pp |
| Annual return | 10.19% | 189.88%-179.7pp | 191.94%-181.8pp | 478.56%-468.4pp |
| Employer contribution / active EE | $484 | $3,427-85.9% | $2,797-82.7% | $4,837-90.0% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $17 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |