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 | $911 | $60,124-98.5% | $90,404-99.0% | $79,858-98.9% |
| Participation rate | 74.4% | 65.0%+9.4pp | 72.7%+1.7pp | 69.6%+4.8pp |
| Annual return | 37.14% | 71.94%-34.8pp | 1293.02%-1255.9pp | 31.71%+5.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $617 | $2,938-79.0% | $3,963-84.4% | $3,740-83.5% |
| Admin fee / account holder | $73 | $3,976-98.2% | $5,611-98.7% | $5,306-98.6% |