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 4-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 | $1,658 | $68,097-97.6% | $62,929-97.4% | $137,256-98.8% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.0%+4.7pp |
| Annual return | 26.26% | 1859.11%-1832.9pp | 1063.93%-1037.7pp | 220.34%-194.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $287 | $4,553-93.7% | $3,888-92.6% | $6,407-95.5% |
| Admin fee / account holder | $6 | $6,521-99.9% | $5,065-99.9% | $12,270-100.0% |