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 8-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 | $1,433 | $60,124-97.6% | $90,404-98.4% | $79,858-98.2% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 16.19% | 71.94%-55.8pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $265 | $2,068-87.2% | $3,262-91.9% | $2,471-89.3% |
| Participant deferral / active EE | $690 | $2,938-76.5% | $3,963-82.6% | $3,740-81.5% |
| Admin fee / account holder | $182 | $3,976-95.4% | $5,611-96.8% | $5,306-96.6% |