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 | $3,137 | $56,199-94.4% | $67,652-95.4% | $59,632-94.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.43% | 18505.31%-18506.7pp | 6625.04%-6626.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $573 | $1,614-64.5% | $2,266-74.7% | $2,203-74.0% |
| Participant deferral / active EE | $380 | $2,844-86.6% | $3,560-89.3% | $3,192-88.1% |
| Admin fee / account holder | $45 | $3,958-98.9% | $4,821-99.1% | $4,297-98.9% |