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 9-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 | $4,258 | $100,852-95.8% | $90,404-95.3% | $158,922-97.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 26.96% | 1724.20%-1697.2pp | 1293.02%-1266.1pp | 302.83%-275.9pp |
| Employer contribution / active EE | $405 | $3,689-89.0% | $3,262-87.6% | $4,761-91.5% |
| Participant deferral / active EE | $670 | $4,348-84.6% | $3,963-83.1% | $5,982-88.8% |
| Admin fee / account holder | $31 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |