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 | $2,503 | $112,881-97.8% | $90,951-97.2% | $158,922-98.4% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 218.36% | 215.79%+2.6pp | 134.60%+83.8pp | 302.83%-84.5pp |
| Employer contribution / active EE | $989 | $2,893-65.8% | $2,122-53.4% | $4,761-79.2% |
| Participant deferral / active EE | $989 | $4,128-76.0% | $3,373-70.7% | $5,982-83.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |