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 | $903 | $109,817-99.2% | $98,442-99.1% | $167,490-99.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 34.83% | 1956.69%-1921.9pp | 1492.73%-1457.9pp | 478.56%-443.7pp |
| Employer contribution / active EE | $471 | $3,224-85.4% | $2,960-84.1% | $4,837-90.3% |
| Participant deferral / active EE | $706 | $4,673-84.9% | $4,276-83.5% | $6,341-88.9% |
| Admin fee / account holder | $66 | $6,753-99.0% | $5,949-98.9% | $12,309-99.5% |