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 | $2,054 | $109,817-98.1% | $98,442-97.9% | $167,490-98.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 21.57% | 1956.69%-1935.1pp | 1492.73%-1471.2pp | 478.56%-457.0pp |
| Employer contribution / active EE | $269 | $3,224-91.7% | $2,960-90.9% | $4,837-94.4% |
| Participant deferral / active EE | $427 | $4,673-90.9% | $4,276-90.0% | $6,341-93.3% |
| Admin fee / account holder | $22 | $6,753-99.7% | $5,949-99.6% | $12,309-99.8% |