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 | $1,870 | $90,397-97.9% | $76,002-97.5% | $145,959-98.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.97% | 621.97%-601.0pp | 360.07%-339.1pp | 561.95%-541.0pp |
| Employer contribution / active EE | $661 | $3,317-80.1% | $2,688-75.4% | $4,661-85.8% |
| Participant deferral / active EE | $661 | $5,163-87.2% | $4,257-84.5% | $6,689-90.1% |
| Admin fee / account holder | $14 | $8,369-99.8% | $6,414-99.8% | $13,398-99.9% |