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 | $13,992 | $124,185-88.7% | $108,410-87.1% | $167,490-91.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.51% | 1379.64%-1357.1pp | 905.27%-882.8pp | 478.56%-456.0pp |
| Employer contribution / active EE | $1,167 | $4,187-72.1% | $3,558-67.2% | $4,837-75.9% |
| Participant deferral / active EE | $1,750 | $6,908-74.7% | $6,563-73.3% | $6,341-72.4% |
| Admin fee / account holder | $29 | $9,455-99.7% | $7,295-99.6% | $12,309-99.8% |