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 7-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 | $924 | $101,069-99.1% | $81,478-98.9% | $147,584-99.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 26.27% | 32.40%-6.1pp | 38.78%-12.5pp | 578.55%-552.3pp |
| Employer contribution / active EE | $131 | $3,205-95.9% | $2,568-94.9% | $4,876-97.3% |
| Participant deferral / active EE | $215 | $4,242-94.9% | $3,537-93.9% | $5,439-96.0% |
| Admin fee / account holder | $4 | $5,812-99.9% | $4,561-99.9% | $10,885-100.0% |