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 3-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 | $2,745 | $108,919-97.5% | $100,391-97.3% | $145,922-98.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.78% | 57.88%-40.1pp | 49.20%-31.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,042 | $4,419-76.4% | $3,942-73.6% | $4,660-77.6% |
| Participant deferral / active EE | $1,186 | $8,445-86.0% | $8,082-85.3% | $6,688-82.3% |
| Admin fee / account holder | $13 | $9,689-99.9% | $7,899-99.8% | $13,397-99.9% |