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 7-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 | $2,764 | $60,124-95.4% | $90,404-96.9% | $79,858-96.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.07% | 71.94%-52.9pp | 1293.02%-1273.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $788 | $2,068-61.9% | $3,262-75.8% | $2,471-68.1% |
| Participant deferral / active EE | $587 | $2,938-80.0% | $3,963-85.2% | $3,740-84.3% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |