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 | $90,348-97.9% | $75,972-97.5% | $145,922-98.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.97% | 620.88%-599.9pp | 359.55%-338.6pp | 561.29%-540.3pp |
| Employer contribution / active EE | $661 | $3,311-80.0% | $2,685-75.4% | $4,660-85.8% |
| Participant deferral / active EE | $661 | $5,162-87.2% | $4,255-84.5% | $6,688-90.1% |
| Admin fee / account holder | $14 | $8,467-99.8% | $6,467-99.8% | $13,397-99.9% |