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 | $1,564 | $109,327-98.6% | $89,391-98.3% | $158,922-99.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 76.07% | 345.68%-269.6pp | 245.62%-169.5pp | 302.83%-226.8pp |
| Employer contribution / active EE | $766 | $3,170-75.8% | $2,586-70.4% | $4,761-83.9% |
| Participant deferral / active EE | $794 | $4,598-82.7% | $3,890-79.6% | $5,982-86.7% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |