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 | $1,929 | $99,079-98.1% | $77,999-97.5% | $273,961-99.3% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $477 | $3,308-85.6% | $2,470-80.7% | $4,869-90.2% |
| Participant deferral / active EE | $888 | $4,306-79.4% | $3,497-74.6% | $5,287-83.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |