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 | $4,535 | $185,200-97.6% | $142,863-96.8% | $167,490-97.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 16.76% | 8555.70%-8538.9pp | 5637.54%-5620.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,323 | $5,604-76.4% | $4,144-68.1% | $4,837-72.7% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $41 | $8,031-99.5% | $6,560-99.4% | $12,309-99.7% |