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 | $1,305 | $100,852-98.7% | $90,404-98.6% | $158,922-99.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 48.98% | 1724.20%-1675.2pp | 1293.02%-1244.0pp | 302.83%-253.8pp |
| Employer contribution / active EE | $913 | $3,689-75.2% | $3,262-72.0% | $4,761-80.8% |
| Participant deferral / active EE | $703 | $4,348-83.8% | $3,963-82.3% | $5,982-88.2% |
| Admin fee / account holder | $141 | $6,501-97.8% | $5,611-97.5% | $11,246-98.7% |