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 | $1,949 | $109,817-98.2% | $98,442-98.0% | $167,490-98.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 22.51% | 1956.69%-1934.2pp | 1492.73%-1470.2pp | 478.56%-456.0pp |
| Employer contribution / active EE | $210 | $3,224-93.5% | $2,960-92.9% | $4,837-95.7% |
| Participant deferral / active EE | $711 | $4,673-84.8% | $4,276-83.4% | $6,341-88.8% |
| Admin fee / account holder | $5 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |