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 | $2,783 | $90,600-96.9% | $79,464-96.5% | $135,375-97.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -4.61% | 977.43%-982.0pp | 718.14%-722.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $334 | $3,068-89.1% | $2,800-88.1% | $4,779-93.0% |
| Participant deferral / active EE | $234 | $4,050-94.2% | $3,704-93.7% | $5,609-95.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |