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 | $1,217 | $92,703-98.7% | $82,719-98.5% | $134,475-99.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -18.82% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $476 | $3,274-85.5% | $3,009-84.2% | $4,740-90.0% |
| Participant deferral / active EE | $661 | $4,802-86.2% | $4,395-85.0% | $6,400-89.7% |
| Admin fee / account holder | $139 | $5,983-97.7% | $5,329-97.4% | $11,426-98.8% |