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 3-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 | $5,068 | $210,648-97.6% | $177,989-97.2% | $145,922-96.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.71% | 385.86%-370.1pp | 294.48%-278.8pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,206 | $4,565-73.6% | $3,949-69.5% | $4,660-74.1% |
| Participant deferral / active EE | $1,239 | $6,958-82.2% | $6,276-80.3% | $6,688-81.5% |
| Admin fee / account holder | $6 | $12,013-100.0% | $10,363-99.9% | $13,397-100.0% |