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 10-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 | $1,870 | $109,817-98.3% | $98,442-98.1% | $167,490-98.9% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 47.75% | 1956.69%-1908.9pp | 1492.73%-1445.0pp | 478.56%-430.8pp |
| Employer contribution / active EE | $1,529 | $3,224-52.6% | $2,960-48.3% | $4,837-68.4% |
| Participant deferral / active EE | $364 | $4,673-92.2% | $4,276-91.5% | $6,341-94.3% |
| Admin fee / account holder | $9 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |