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 9-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 | $6,760 | $92,703-92.7% | $82,719-91.8% | $134,475-95.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -17.23% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $430 | $3,274-86.9% | $3,009-85.7% | $4,740-90.9% |
| Participant deferral / active EE | $752 | $4,802-84.3% | $4,395-82.9% | $6,400-88.3% |
| Admin fee / account holder | $35 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |