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 5-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 | $5,637 | $106,543-94.7% | $91,220-93.8% | $134,475-95.8% |
| Participation rate | 93.3% | 76.8%+16.5pp | 73.2%+20.1pp | 81.2%+12.1pp |
| Annual return | -8.12% | 160.60%-168.7pp | 114.01%-122.1pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,394 | $3,331-58.2% | $2,850-51.1% | $4,740-70.6% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |