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 | $1,491 | $109,817-98.6% | $98,442-98.5% | $167,490-99.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 38.69% | 1956.69%-1918.0pp | 1492.73%-1454.0pp | 478.56%-439.9pp |
| Employer contribution / active EE | $485 | $3,224-84.9% | $2,960-83.6% | $4,837-90.0% |
| Participant deferral / active EE | $625 | $4,673-86.6% | $4,276-85.4% | $6,341-90.1% |
| Admin fee / account holder | $4 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |