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 10-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.
Employer 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 | $4,420 | $101,283-95.6% | $75,826-94.2% | $135,375-96.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -5.04% | 3384.62%-3389.7pp | 1914.15%-1919.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $402 | $3,469-88.4% | $2,862-86.0% | $5,609-92.8% |
| Admin fee / account holder | $5 | $6,539-99.9% | $4,726-99.9% | $10,827-100.0% |