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 6-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 | $2,502 | $96,635-97.4% | $86,612-97.1% | $139,434-98.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 23.43% | 106.41%-83.0pp | 591.07%-567.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $373 | $3,263-88.6% | $3,022-87.7% | $4,751-92.2% |
| Participant deferral / active EE | $614 | $4,836-87.3% | $4,438-86.2% | $6,710-90.8% |
| Admin fee / account holder | $9 | $6,408-99.9% | $5,614-99.8% | $11,403-99.9% |