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 6-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 | $1,508 | $114,047-98.7% | $96,139-98.4% | $167,490-99.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 38.25% | 189.88%-151.6pp | 191.94%-153.7pp | 478.56%-440.3pp |
| Employer contribution / active EE | $847 | $3,427-75.3% | $2,797-69.7% | $4,837-82.5% |
| Participant deferral / active EE | $847 | $5,194-83.7% | $4,349-80.5% | $6,341-86.6% |
| Admin fee / account holder | $4 | $6,897-99.9% | $5,537-99.9% | $12,309-100.0% |