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 | $7,339 | $104,907-93.0% | $84,611-91.3% | $152,861-95.2% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 1324.86% | 373.79%+951.1pp | 258.74%+1066.1pp | 345.32%+979.5pp |
| Employer contribution / active EE | $666 | $3,302-79.8% | $2,652-74.9% | $4,762-86.0% |
| Participant deferral / active EE | $666 | $4,688-85.8% | $3,899-82.9% | $5,850-88.6% |
| Admin fee / account holder | $48 | $6,241-99.2% | $4,912-99.0% | $11,596-99.6% |