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 | $4,892 | $54,350-91.0% | $82,719-94.1% | $68,494-92.9% |
| Participation rate | 95.3% | 63.9%+31.4pp | 72.6%+22.8pp | 67.9%+27.5pp |
| Annual return | -3.27% | -13.67%+10.4pp | 701.18%-704.4pp | -7.84%+4.6pp |
| Employer contribution / active EE | $3,948 | $2,218+78.0% | $3,009+31.2% | $2,596+52.0% |
| Participant deferral / active EE | $205 | $3,246-93.7% | $4,395-95.3% | $4,027-94.9% |
| Admin fee / account holder | $74 | $4,395-98.3% | $5,329-98.6% | $5,403-98.6% |