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 5-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 | $3,249 | $102,604-96.8% | $86,188-96.2% | $139,434-97.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 29.90% | 1922.51%-1892.6pp | 1168.45%-1138.5pp | 372.94%-343.0pp |
| Employer contribution / active EE | $952 | $3,032-68.6% | $2,380-60.0% | $4,751-80.0% |
| Participant deferral / active EE | $1,043 | $4,676-77.7% | $3,985-73.8% | $6,710-84.5% |
| Admin fee / account holder | $12 | $8,657-99.9% | $6,852-99.8% | $11,403-99.9% |